Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$469,401
+$130,411 QoQ
Shares Held
6,524
+27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,543
of 2,535 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Wealthquest Corp holds $792,868 across 2 Tobacco names. MO ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
6,524 | $469,401 | |
| 2 | PM |
Philip Morris International Inc.
|
1,788 | $323,467 |
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,401 | 6,524 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $338,990 | 5,137 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $296,199 | 5,137 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $258,910 | 4,416 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $229,216 | 3,819 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $209,264 | 4,100 | Shares | Sole | 2024-11-21 | |
| 2023-12-31 | $207,670 | 5,148 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $214,455 | 5,100 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||