Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$972,188
+$101,319 QoQ
Shares Held
13,512
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,070
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,084,311 across 2 Tobacco names. MO ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
11,675 | $2,112,123 | |
| 2 | MO |
Altria Group, Inc.
This page
|
13,512 | $972,188 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,188 | 13,512 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $870,869 | 13,197 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $742,025 | 12,869 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $844,444 | 12,783 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $764,417 | 13,038 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $595,398 | 9,920 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $568,495 | 10,872 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $552,099 | 10,817 | Shares | Other | 2024-10-22 | |
| 2024-06-30 | $485,244 | 10,653 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $448,544 | 10,283 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $409,935 | 10,162 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $333,666 | 7,935 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $360,089 | 7,949 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $365,615 | 8,194 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $385,289 | 8,429 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $317,911 | 7,873 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $328,353 | 7,861 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $413,401 | 7,912 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $380,778 | 8,035 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $363,248 | 7,980 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $386,064 | 8,097 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $411,275 | 8,039 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $290,075 | 7,075 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $306,028 | 7,920 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $296,926 | 7,565 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $312,956 | 8,093 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||