Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,775,537
+$380,142 QoQ
Shares Held
66,373
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
#491
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, 2026Carolina Wealth Advisors, LLC holds $9,259,934 across 2 Tobacco names. MO ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
66,373 | $4,775,537 | |
| 2 | PM |
Philip Morris International Inc.
|
24,788 | $4,484,397 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,775,537 | 66,373 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,395,395 | 66,607 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $358,414 | 6,216 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $305,923 | 4,631 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $103,833 | 1,771 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $20,826 | 347 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,765 | 225 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,484 | 225 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,248 | 225 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,814 | 225 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $9,076 | 225 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $72,536 | 1,725 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $10,192 | 225 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $10,039 | 225 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,284 | 225 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $9,085 | 225 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,398 | 225 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,756 | 225 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $62,791 | 1,325 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $490,113 | 10,767 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $531,298 | 11,143 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $584,605 | 11,427 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $945,173 | 23,053 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $877,553 | 22,711 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $849,252 | 21,637 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $775,604 | 20,057 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||