Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$399,034
+$33,780 QoQ
Shares Held
5,546
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,652
of 2,535 holders
Holding Since
Dec 2023
11 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, 2026Gratus Wealth Advisors, LLC holds $790,704 across 2 Tobacco names. MO ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,546 | $399,034 | |
| 2 | PM |
Philip Morris International Inc.
|
2,165 | $391,670 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,034 | 5,546 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $365,254 | 5,535 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $318,398 | 5,522 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $363,990 | 5,510 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $323,051 | 5,510 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $330,710 | 5,510 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $288,117 | 5,510 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $281,230 | 5,510 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $250,980 | 5,510 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $240,346 | 5,510 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $238,207 | 5,905 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||