Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,637,648
+$641,175 QoQ
Shares Held
50,558
+11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#565
of 2,535 holders
Holding Since
Jun 2023
13 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, 2026Fortune Financial Advisors, LLC holds $6,813,523 across 2 Tobacco names. MO ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
50,558 | $3,637,648 | |
| 2 | PM |
Philip Morris International Inc.
|
17,555 | $3,175,875 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,637,648 | 50,558 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,996,473 | 45,408 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,529,890 | 43,876 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,857,557 | 43,257 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,515,227 | 42,900 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,558,532 | 42,628 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,162,086 | 41,348 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,050,123 | 40,167 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,844,137 | 40,486 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,771,146 | 40,604 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,647,566 | 40,842 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,741,753 | 41,421 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,869,576 | 41,271 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||