Gerber Kawasaki Wealth & Investment Management
Position in MO — Altria Group, Inc.
CIK 1666736
SANTA MONICA, CA
Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$242,975
+$31,873 QoQ
Shares Held
3,377
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,041
of 2,535 holders
Holding Since
Sep 2020
7 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, 2026Gerber Kawasaki Wealth & Investment Management holds $631,931 across 2 Tobacco names. MO ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,150 | $388,956 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,377 | $242,975 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,975 | 3,377 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $211,102 | 3,199 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $201,464 | 3,494 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,294 | 3,471 | Shares | Sole | 2025-11-13 | |
| 2021-09-30 | $64,410 | 1,415 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $262,605 | 6,405 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $236,476 | 6,120 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||