Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$685,035
+$68,557 QoQ
Shares Held
9,521
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,299
of 2,535 holders
Holding Since
Mar 2021
20 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, 2026Legacy Financial Advisors, Inc. holds $2,498,115 across 2 Tobacco names. MO ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
10,022 | $1,813,080 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,521 | $685,035 |
All Filings in MO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,035 | 9,521 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $616,478 | 9,342 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $545,636 | 9,463 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $682,333 | 10,329 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $471,209 | 8,037 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $431,003 | 7,181 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $367,337 | 7,025 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $271,583 | 5,321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $246,379 | 5,409 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $239,822 | 5,498 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $231,995 | 5,751 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $224,000 | 5,327 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $251,822 | 5,559 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $279,901 | 6,273 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $291,264 | 6,372 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $252,785 | 4,838 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $226,808 | 4,786 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $210,712 | 4,629 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $210,364 | 4,412 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $204,537 | 3,998 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||