Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$504,225
+$258,083 QoQ
Shares Held
7,008
+87.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,499
of 2,535 holders
Holding Since
Mar 2023
13 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, 2026NWF Advisory Services Inc. holds $874,185 across 2 Tobacco names. MO ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
7,008 | $504,225 | |
| 2 | PM |
Philip Morris International Inc.
|
2,045 | $369,960 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,225 | 7,008 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $246,142 | 3,730 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $207,748 | 3,603 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $275,866 | 4,176 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $248,649 | 4,241 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $301,180 | 5,018 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $492,728 | 9,423 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $228,812 | 4,483 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $218,913 | 4,806 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $209,419 | 4,801 | Shares | Sole | 2025-10-06 | |
| 2023-09-30 | $205,624 | 4,890 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $224,280 | 4,951 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $220,913 | 4,951 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||