Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$449,615
+$135,701 QoQ
Shares Held
6,249
+31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,567
of 2,535 holders
Holding Since
Jun 2023
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, 2026Beaumont Financial Advisors, LLC holds $4,071,071 across 2 Tobacco names. MO ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
20,018 | $3,621,456 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,249 | $449,615 |
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,615 | 6,249 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $313,914 | 4,757 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $276,076 | 4,788 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $329,176 | 4,983 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $290,746 | 4,959 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $295,418 | 4,922 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $378,056 | 7,230 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $349,828 | 6,854 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $203,306 | 4,488 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||