Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,166,669
+$112,215 QoQ
Shares Held
16,215
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#975
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $2,161,312 across 2 Tobacco names. MO ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
16,215 | $1,166,669 | |
| 2 | PM |
Philip Morris International Inc.
|
5,498 | $994,643 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,669 | 16,215 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,054,454 | 15,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $906,184 | 15,716 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,028,686 | 15,572 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $891,586 | 15,207 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $884,994 | 14,745 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $757,891 | 14,494 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $703,994 | 13,793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $626,859 | 13,762 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $670,613 | 15,374 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $652,701 | 16,180 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $725,362 | 17,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $847,336 | 18,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $811,191 | 18,180 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $651,001 | 14,242 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $598,229 | 14,815 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $613,601 | 14,690 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $755,221 | 14,454 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $577,636 | 12,189 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $620,892 | 13,640 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $669,808 | 14,048 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $708,207 | 13,843 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $505,981 | 12,341 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||