Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$699,138
+$53,822 QoQ
Shares Held
9,717
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,287
of 2,535 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $1,636,613 across 2 Tobacco names. MO ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,182 | $937,475 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,717 | $699,138 |
All Filings in MO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,138 | 9,717 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $645,316 | 9,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $558,437 | 9,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $775,676 | 11,742 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $709,598 | 12,103 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $700,313 | 11,668 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $601,805 | 11,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $580,171 | 11,367 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $509,977 | 11,196 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $482,917 | 11,071 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $458,383 | 11,363 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $567,590 | 13,498 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $374,042 | 8,257 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $377,395 | 8,458 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $366,959 | 8,028 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $272,766 | 6,755 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $282,156 | 6,755 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $352,948 | 6,755 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $248,560 | 5,245 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $238,752 | 5,245 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||