Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$255,062
+$40,727 QoQ
Shares Held
3,545
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,998
of 2,535 holders
Holding Since
Sep 2025
3 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, 2026FSM Wealth Advisors, LLC holds $1,432,605 across 2 Tobacco names. MO ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,509 | $1,177,543 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,545 | $255,062 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,062 | 3,545 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $214,335 | 3,248 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $210,929 | 3,193 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||