Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$378,241
+$42,550 QoQ
Shares Held
5,257
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,691
of 2,535 holders
Holding Since
Jun 2021
19 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, 2026Journey Advisory Group, LLC holds $895,281 across 2 Tobacco names. MO ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,858 | $517,040 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,257 | $378,241 |
All Filings in MO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,241 | 5,257 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $335,691 | 5,087 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $385,572 | 6,687 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $441,743 | 6,687 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $392,058 | 6,687 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $401,353 | 6,687 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $276,457 | 5,287 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $269,848 | 5,287 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $240,822 | 5,287 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $230,618 | 5,287 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $205,209 | 5,087 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $224,420 | 5,337 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $259,886 | 5,737 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $261,071 | 5,851 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $271,334 | 5,936 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $279,671 | 6,926 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $222,467 | 5,326 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $233,348 | 4,466 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $216,038 | 4,531 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||