Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$77,706
+$7,031 QoQ
Shares Held
1,080
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,328
of 2,535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $255,178 across 2 Tobacco names. MO ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
981 | $177,472 | |
| 2 | MO |
Altria Group, Inc.
This page
|
1,080 | $77,706 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,706 | 1,080 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $70,675 | 1,071 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,119 | 1,060 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $69,363 | 1,050 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $89,528 | 1,527 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $63,021 | 1,050 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $28,759 | 550 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||