Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$995,859
+$101,761 QoQ
Shares Held
13,841
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,055
of 2,535 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $1,644,240 across 2 Tobacco names. MO ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
13,841 | $995,859 | |
| 2 | PM |
Philip Morris International Inc.
|
3,584 | $648,381 |
All Filings in MO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,859 | 13,841 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $894,098 | 13,549 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $767,685 | 13,314 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $866,112 | 13,111 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $756,444 | 12,902 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $779,419 | 12,986 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $658,854 | 12,600 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $633,559 | 12,413 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $554,115 | 12,165 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $530,244 | 12,156 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $352,369 | 8,735 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $348,720 | 8,293 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $404,800 | 8,936 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $402,383 | 9,018 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $444,438 | 9,723 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $351,507 | 8,705 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $351,327 | 8,411 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $433,727 | 8,301 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $423,287 | 8,932 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $445,231 | 9,781 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $474,129 | 9,944 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $609,213 | 11,908 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||