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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Cypress Wealth Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
6,991
Value
$503.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,991$503.0K0.1%+39+0.6%AddedHolders
Q1 20266,952$458.7K0.1%−373−5.1%ReducedHolders
Q4 20257,325$422.3K0.1%+2,364+47.7%AddedHolders
Q3 20254,961$327.7K0.1%−86−1.7%ReducedHolders
Q2 20255,047$295.9K0.1%−1,723−25.5%ReducedHolders
Q1 20256,770$406.4K0.1%−30−0.4%ReducedHolders
Q4 20246,800$355.6K0.1%−639−8.6%ReducedHolders
Q3 20247,439$379.7K0.1%−128−1.7%ReducedHolders
Q2 20247,567$344.7K0.1%+470+6.6%AddedHolders
Q1 20247,097$309.6K0.1%−822−10.4%ReducedHolders
Q4 20237,919$319.5K0.1%−505−6.0%ReducedHolders
Q3 20238,424$354.2K0.1%00.0%UnchangedHolders
Q2 20238,424$382.3K0.1%+80+1.0%AddedHolders
Q1 20238,344$372.3K0.1%−233−2.7%ReducedHolders
Q4 20228,577$392.0K0.1%+378+4.6%AddedHolders
Q3 20228,199$351.0K0.1%+55+0.7%AddedHolders
Q2 20228,144$340.0K0.1%−2,194−21.2%ReducedHolders
Q1 202210,338$540.0K0.1%+390+3.9%AddedHolders
Q4 20219,948$471.0K0.1%−40.0%ReducedHolders
Q3 20219,952$453.0K0.1%−7,501−43.0%ReducedHolders
Q2 202117,453$832.0K0.2%−2,485−12.5%ReducedHolders
Q1 202119,938$1.02M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.