Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$525,091
-$37,209 QoQ
Shares Held
7,298
-14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,475
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $992,548 across 3 Tobacco names. MO ranks #1 (52.9% of the industry book) .
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,091 | 7,298 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $562,300 | 8,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $536,468 | 9,304 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $646,132 | 9,781 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $518,992 | 8,852 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $469,356 | 7,820 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $259,881 | 4,970 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $253,311 | 4,963 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $230,984 | 5,071 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $220,804 | 5,062 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $209,404 | 5,191 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $211,763 | 5,036 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $209,331 | 4,621 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $209,044 | 4,685 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $321,798 | 7,040 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $267,719 | 6,630 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $276,726 | 6,625 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $370,557 | 7,092 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $335,805 | 7,086 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $322,327 | 7,081 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $334,952 | 7,025 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $361,803 | 7,072 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $289,706 | 7,066 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $320,712 | 8,300 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $665,719 | 16,961 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $747,877 | 19,340 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||