Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$355,864
-$173,111 QoQ
Shares Held
4,946
-38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,739
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Realta Investment Advisors holds $1,530,512 across 2 Tobacco names. MO ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,493 | $1,174,648 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,946 | $355,864 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,864 | 4,946 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $528,975 | 8,016 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $480,480 | 8,333 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $547,241 | 8,284 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $540,392 | 9,217 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $588,316 | 9,802 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $471,080 | 9,009 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $397,448 | 7,787 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $720,282 | 15,813 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $663,329 | 15,207 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $692,436 | 17,165 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $995,281 | 23,669 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,119,906 | 24,722 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,257,346 | 28,179 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,398,954 | 30,605 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,227,673 | 30,403 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,057,240 | 25,311 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,347,214 | 25,784 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,188,351 | 25,076 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,187,298 | 26,083 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,157,956 | 24,286 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,153,146 | 22,540 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $668,792 | 16,312 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $452,126 | 11,701 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $504,480 | 12,853 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $520,652 | 13,464 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||