Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,069,752
+$92,705 QoQ
Shares Held
14,868
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,013
of 2,535 holders
Holding Since
Mar 2020
25 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, 2026CWS Financial Advisors, LLC holds $2,515,222 across 2 Tobacco names. MO ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,990 | $1,445,470 | |
| 2 | MO |
Altria Group, Inc.
This page
|
14,868 | $1,069,752 |
All Filings in MO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,752 | 14,868 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $977,047 | 14,806 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $870,550 | 15,098 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,018,447 | 15,417 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $899,325 | 15,339 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $916,445 | 15,269 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $793,239 | 15,170 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $769,887 | 15,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $683,113 | 14,997 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $650,810 | 14,920 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $683,077 | 16,933 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $715,144 | 17,007 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $781,153 | 17,244 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $760,012 | 17,033 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $870,226 | 19,038 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $663,887 | 16,441 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $651,277 | 15,592 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $823,616 | 15,763 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $747,814 | 15,780 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $834,113 | 17,494 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $973,984 | 19,038 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $759,689 | 18,529 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $629,522 | 16,292 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $844,032 | 21,504 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $802,557 | 20,754 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||