Position in MO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,044,675
+$174,123 QoQ
Shares Held
28,418
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#752
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026Apella Capital, LLC holds $9,660,986 across 2 Tobacco names. MO ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
42,100 | $7,616,311 | |
| 2 | MO |
Altria Group, Inc.
This page
|
28,418 | $2,044,675 |
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,044,675 | 28,418 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,870,552 | 28,346 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $576,311 | 9,995 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $662,581 | 10,030 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $618,898 | 10,556 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $476,498 | 7,939 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $230,703 | 4,412 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $233,252 | 4,570 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $207,434 | 4,554 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||