Position in MO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,205,460
-$56,583 QoQ
Shares Held
124,344
-13.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026Capital Wealth Planning, LLC holds $31,932,410 across 2 Tobacco names. MO ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTI |
British American Tobacco p.l.c.
|
405,797 | $23,726,950 | |
| 2 | MO |
Altria Group, Inc.
This page
|
124,344 | $8,205,460 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,205,460 | 124,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,262,043 | 143,289 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,686,742 | 55,809 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||