Position in MO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,657,943
+$1,089,308 QoQ
Shares Held
23,043
+167.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#821
of 2,535 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Bison Wealth, LLC holds $2,539,517 across 2 Tobacco names. MO ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
23,043 | $1,657,943 | |
| 2 | PM |
Philip Morris International Inc.
|
4,873 | $881,574 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,657,943 | 23,043 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $568,635 | 8,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $243,382 | 4,221 | Shares | Sole | 2026-03-24 | |
| 2025-06-30 | $539,044 | 9,194 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $311,623 | 5,192 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $311,700 | 5,961 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||