Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,311,864
+$14,369 QoQ
Shares Held
18,233
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#932
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $5,786,853 across 2 Tobacco names. MO ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
24,736 | $4,474,989 | |
| 2 | MO |
Altria Group, Inc.
This page
|
18,233 | $1,311,864 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,864 | 18,233 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,297,495 | 19,662 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,925,382 | 33,392 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,345,130 | 35,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,939,832 | 33,086 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,944,287 | 32,394 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,725,831 | 33,005 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,672,836 | 32,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,562,638 | 34,306 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,580,396 | 36,231 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,584,151 | 39,270 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $1,134,340 | 26,976 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,330,415 | 29,369 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,220,936 | 27,363 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $760,019 | 16,627 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||