Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$428,965
+$35,731 QoQ
Shares Held
5,962
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,598
of 2,535 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $1,144,464 across 2 Tobacco names. MO ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,955 | $715,499 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,962 | $428,965 |
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,965 | 5,962 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $393,234 | 5,959 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $357,780 | 6,205 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $409,704 | 6,202 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $375,173 | 6,399 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $389,409 | 6,488 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $339,100 | 6,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $319,765 | 6,265 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $285,871 | 6,276 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $276,681 | 6,343 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $245,630 | 6,089 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $300,152 | 7,138 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $241,313 | 5,327 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $236,084 | 5,291 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $232,526 | 5,087 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $205,291 | 5,084 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $213,945 | 5,122 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $267,467 | 5,119 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $237,613 | 5,014 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||