Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$93,535
+$20,946 QoQ
Shares Held
1,300
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,306
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $318,587 across 2 Tobacco names. MO ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,244 | $225,052 | |
| 2 | MO |
Altria Group, Inc.
This page
|
1,300 | $93,535 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,535 | 1,300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $72,589 | 1,100 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $63,426 | 1,100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $73,458 | 1,112 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $64,493 | 1,100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $66,022 | 1,100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $57,519 | 1,100 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||