Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,697,084
+$137,939 QoQ
Shares Held
23,587
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#811
of 2,535 holders
Holding Since
Jun 2022
14 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, 2026WCG Wealth Advisors LLC holds $12,854,165 across 2 Tobacco names. MO ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
61,672 | $11,157,081 | |
| 2 | MO |
Altria Group, Inc.
This page
|
23,587 | $1,697,084 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,084 | 23,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,559,145 | 23,627 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,397,909 | 24,244 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $723,423 | 10,951 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $798,657 | 13,622 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $880,613 | 14,672 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $856,510 | 16,380 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $850,734 | 16,668 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $705,615 | 15,491 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $693,645 | 15,902 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $671,499 | 16,646 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $626,671 | 14,903 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $352,598 | 8,732 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $25,843 | 640 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $564,772 | 13,521 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||