Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$169,442
+$16,214 QoQ
Shares Held
2,355
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,229
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $211,051 across 2 Tobacco names. MO ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
2,355 | $169,442 | |
| 2 | PM |
Philip Morris International Inc.
|
230 | $41,609 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,442 | 2,355 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $153,228 | 2,322 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $100,443 | 1,742 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||