Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$618,913
+$54,039 QoQ
Shares Held
8,602
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,363
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, 2026Waldron Private Wealth LLC holds $1,879,855 across 2 Tobacco names. MO ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,970 | $1,260,942 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,602 | $618,913 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,913 | 8,602 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $564,874 | 8,560 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $498,701 | 8,649 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $571,352 | 8,649 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $507,090 | 8,649 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $515,751 | 8,593 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $709,835 | 13,575 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $740,283 | 14,504 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $521,319 | 11,445 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $458,882 | 10,520 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $450,597 | 11,170 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $462,970 | 11,010 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $473,475 | 10,452 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $576,847 | 12,928 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $452 | 10,913 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $440,666 | 10,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $423,088 | 10,129 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $536,555 | 10,269 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $583,939 | 12,322 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $487,792 | 10,716 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $471,555 | 9,890 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $497,889 | 9,732 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $491,057 | 11,977 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $507,227 | 13,127 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $511,623 | 13,035 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $483,491 | 12,503 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||