Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$324,206
+$27,845 QoQ
Shares Held
4,506
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,812
of 2,535 holders
Holding Since
Dec 2020
13 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, 2026IAM Advisory, LLC holds $1,033,915 across 2 Tobacco names. MO ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,923 | $709,709 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,506 | $324,206 |
All Filings in MO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,206 | 4,506 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $296,361 | 4,491 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $257,913 | 4,473 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $294,561 | 4,459 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $231,705 | 3,952 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $236,778 | 3,945 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $205,865 | 3,937 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $200,536 | 3,929 | Shares | Sole | 2024-10-07 | |
| 2022-09-30 | $266,790 | 6,607 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $275,556 | 6,597 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $344,327 | 6,590 | Shares | Sole | 2022-04-14 | |
| 2021-03-31 | $335,865 | 6,565 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $268,878 | 6,558 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||