Position in MO
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$207,670
New position
Shares Held
3,147
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026TruWealth Advisors, LLC holds $566,953 across 2 Tobacco names. MO ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,173 | $359,283 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,147 | $207,670 |
All Filings in MO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,670 | 3,147 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||