Position in MO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,158
+$179 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,512
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $6,604 across 2 Tobacco names. MO ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTI |
British American Tobacco p.l.c.
|
72 | $4,446 | |
| 2 | MO |
Altria Group, Inc.
This page
|
30 | $2,158 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158 | 30 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,979 | 30 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,729 | 30 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,981 | 30 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,758 | 30 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,086 | 318 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,628 | 318 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||