Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,303,230
+$131,314 QoQ
Shares Held
18,113
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#938
of 2,535 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Fiduciary Alliance LLC holds $2,098,510 across 2 Tobacco names. MO ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
18,113 | $1,303,230 | |
| 2 | PM |
Philip Morris International Inc.
|
4,396 | $795,280 |
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,230 | 18,113 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,171,916 | 17,759 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,036,726 | 17,980 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,204,339 | 18,231 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $981,290 | 16,737 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $525,715 | 8,759 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $270,077 | 5,165 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $3,624 | 80 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $3,519 | 77 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||