Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,317
+$358 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,498
of 2,535 holders
Holding Since
Jun 2022
10 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, 2026Morton Brown Family Wealth, LLC holds $18,608 across 2 Tobacco names. MO ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
79 | $14,291 | |
| 2 | MO |
Altria Group, Inc.
This page
|
60 | $4,317 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,317 | 60 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,959 | 60 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,459 | 60 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,963 | 60 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,517 | 60 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,601 | 60 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,137 | 60 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,062 | 60 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,733 | 60 | Shares | Sole | 2024-07-30 | |
| 2022-06-30 | $6,307 | 151 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||