Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,082,199
+$78,822 QoQ
Shares Held
15,041
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,008
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026Kapstone Financial Advisors LLC holds $2,491,306 across 2 Tobacco names. MO ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,789 | $1,409,107 | |
| 2 | MO |
Altria Group, Inc.
This page
|
15,041 | $1,082,199 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,199 | 15,041 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,003,377 | 15,205 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $876,143 | 15,195 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,009,066 | 15,275 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $902,608 | 15,395 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $857,145 | 14,281 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $694,568 | 13,283 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $692,051 | 13,559 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $626,722 | 13,759 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $621,977 | 14,259 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $543,742 | 13,479 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $558,381 | 13,279 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $601,538 | 13,279 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $644,803 | 14,451 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $659,732 | 14,433 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||