Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$943,120
+$96,205 QoQ
Shares Held
13,108
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,086
of 2,535 holders
Holding Since
Mar 2020
20 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, 2026Dakota Wealth Management holds $3,212,635 across 2 Tobacco names. MO ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
12,545 | $2,269,515 | |
| 2 | MO |
Altria Group, Inc.
This page
|
13,108 | $943,120 |
All Filings in MO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,120 | 13,108 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $846,915 | 12,834 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $602,950 | 10,457 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $721,573 | 10,923 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $904,778 | 15,432 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $774,438 | 12,903 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $631,401 | 12,075 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $626,669 | 12,278 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $560,902 | 12,314 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $554,802 | 12,719 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $525,509 | 13,027 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $603,459 | 14,351 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $651,096 | 14,373 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $615,933 | 13,804 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $626,455 | 13,705 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $588,457 | 14,573 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,603,079 | 86,260 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $616,602 | 11,801 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $532,583 | 13,569 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $449,422 | 11,622 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||