Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,405,219
+$5,199,759 QoQ
Shares Held
186,313
+49.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#279
of 2,541 holders
Holding Since
Sep 2025
4 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, 2026Capital Wealth Planning, LLC holds $49,300,686 across 2 Tobacco names. MO ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTI |
British American Tobacco p.l.c.
|
581,209 | $35,895,467 | |
| 2 | MO |
Altria Group, Inc.
This page
|
186,313 | $13,405,219 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,405,219 | 186,313 | Shares | Other | 2026-08-14 | |
| 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. | ||||||