Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$254,990
+$36,056 QoQ
Shares Held
3,544
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,999
of 2,535 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Winthrop Advisory Group LLC holds $254,990 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,544 | $254,990 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,990 | 3,544 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $218,934 | 3,797 | Shares | Other | 2026-01-21 | |
| 2022-03-31 | $201,998 | 3,866 | Shares | Sole | 2022-04-13 | |
| 2021-03-31 | $263,013 | 5,141 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $213,446 | 5,206 | Shares | Sole | 2021-01-25 | |
| 2020-03-31 | $206,111 | 5,330 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||