Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$222,971
-$4,957 QoQ
Shares Held
3,099
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,116
of 2,535 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 9%
None 91%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026WMG Financial Advisors, LLC holds $222,971 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,099 | $222,971 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,971 | 3,099 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $227,928 | 3,454 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $323,183 | 5,605 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $412,213 | 6,240 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $338,938 | 5,781 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $347,394 | 5,788 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $302,444 | 5,784 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $294,958 | 5,779 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $263,460 | 5,784 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $242,307 | 5,555 | Shares | Defined | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||