Position in MO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$491,493
+$45,436 QoQ
Shares Held
7,448
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Brown Financial Advisors holds $491,493 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
|
7,448 | $491,493 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $491,493 | 7,448 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $446,057 | 7,736 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $504,896 | 7,643 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||