Position in MO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,439,435
+$1,439,958 QoQ
Shares Held
172,890
+3.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#288
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, 2026Visionary Wealth Advisors holds $13,510,241 across 2 Tobacco names. MO ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
172,890 | $12,439,435 | |
| 2 | PM |
Philip Morris International Inc.
|
5,919 | $1,070,806 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,439,435 | 172,890 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,999,477 | 166,684 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,483,916 | 164,480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,622,712 | 160,804 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,737,856 | 166,090 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,738,064 | 162,247 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,137,259 | 174,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,886,625 | 174,111 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,616,283 | 189,161 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,204,267 | 188,085 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,643,917 | 164,698 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,806,927 | 161,877 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,194,047 | 158,809 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,936,357 | 155,454 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,574,515 | 143,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,461,031 | 135,241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,013,235 | 120,020 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,697,810 | 109,049 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,770,561 | 100,666 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,246,651 | 93,292 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,451,071 | 93,353 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,683,646 | 91,549 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,545,803 | 86,483 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,181,926 | 82,348 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,996,933 | 76,355 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,695,531 | 69,706 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||