Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$262,689
+$42,349 QoQ
Shares Held
3,651
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,972
of 2,535 holders
Holding Since
Sep 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,793,911 across 2 Tobacco names. MO ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
8,464 | $1,531,222 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,651 | $262,689 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,689 | 3,651 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $220,340 | 3,339 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $220,574 | 3,339 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||