Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,208,760
New position
Shares Held
16,800
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#963
of 2,535 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Shah Wealth Advisors, LLC holds $2,475,130 across 2 Tobacco names. MO ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,000 | $1,266,370 | |
| 2 | MO |
Altria Group, Inc.
This page
|
16,800 | $1,208,760 |
All Filings in MO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208,760 | 16,800 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||