Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,146
+$32,121 QoQ
Shares Held
4,116
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,883
of 2,535 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $1,060,852 across 2 Tobacco names. MO ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,227 | $764,706 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,116 | $296,146 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,146 | 4,116 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $264,025 | 4,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $241,941 | 4,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $381,232 | 5,771 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $328,621 | 5,605 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $315,405 | 5,255 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $262,391 | 5,018 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $202,884 | 3,975 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $213,656 | 5,081 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $249,150 | 5,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $227,383 | 5,096 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $247,108 | 5,406 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $218,576 | 5,413 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||