Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$253,120
+$47,736 QoQ
Shares Held
3,518
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,002
of 2,535 holders
Holding Since
Mar 2025
5 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, 2026Talisman Wealth Advisors LLC holds $253,120 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,518 | $253,120 |
All Filings in MO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,120 | 3,518 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $205,384 | 3,562 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $262,060 | 3,967 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $232,350 | 3,963 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $220,693 | 3,677 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||