Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$237,003
-$15,272 QoQ
Shares Held
3,294
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,068
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, 2026Medallion Wealth Advisors, LLC holds $646,871 across 3 Tobacco names. MO ranks #2 (36.6% of the industry book) .
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,003 | 3,294 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $252,275 | 3,823 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $218,643 | 3,792 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $215,616 | 3,264 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $208,718 | 3,560 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $222,489 | 3,707 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $205,652 | 3,933 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||