Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,457,335
+$5,253,360 QoQ
Shares Held
75,849
+2353.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#459
of 2,535 holders
Holding Since
Mar 2021
3 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, 2026Connecticut Wealth Management, LLC holds $5,947,239 across 2 Tobacco names. MO ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
75,849 | $5,457,335 | |
| 2 | PM |
Philip Morris International Inc.
|
2,708 | $489,904 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,457,335 | 75,849 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $203,975 | 3,091 | Shares | Sole | 2026-05-01 | |
| 2021-03-31 | $205,305 | 4,013 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||