Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$552,576
+$105,956 QoQ
Shares Held
7,680
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,433
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $1,067,445 across 2 Tobacco names. MO ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
7,680 | $552,576 | |
| 2 | PM |
Philip Morris International Inc.
|
2,846 | $514,869 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,576 | 7,680 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $446,620 | 6,768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $384,303 | 6,665 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||