Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$158,937
+$55,597 QoQ
Shares Held
2,209
+41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,241
of 2,535 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Crewe Advisors LLC holds $966,881 across 2 Tobacco names. MO ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,466 | $807,944 | |
| 2 | MO |
Altria Group, Inc.
This page
|
2,209 | $158,937 |
All Filings in MO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,937 | 2,209 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $103,340 | 1,566 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $78,186 | 1,356 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $86,010 | 1,302 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $82,668 | 1,410 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $84,628 | 1,410 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $73,728 | 1,410 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $71,558 | 1,402 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $63,861 | 1,402 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $67,043 | 1,537 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $83,578 | 1,845 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $104,053 | 2,332 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $111,440 | 2,438 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $109,995 | 2,724 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $105,761 | 2,532 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $108,262 | 2,072 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $22,273 | 470 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $13,656 | 300 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $14,304 | 300 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $15,348 | 300 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $12,300 | 300 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $20,208 | 523 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $11,775 | 300 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $11,601 | 300 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||