Position in MO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$343,129
+$33,702 QoQ
Shares Held
4,769
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,769
of 2,535 holders
Holding Since
Mar 2020
16 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $856,189 across 2 Tobacco names. MO ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,836 | $513,060 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,769 | $343,129 |
All Filings in MO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,129 | 4,769 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $309,427 | 4,689 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $298,448 | 5,176 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $341,596 | 5,171 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $274,681 | 4,685 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $280,113 | 4,667 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $253,763 | 4,853 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $245,298 | 4,806 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $218,230 | 4,791 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $215,919 | 4,950 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $207,700 | 4,585 | Shares | Sole | 2023-08-07 | |
| 2021-06-30 | $263,145 | 5,519 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $221,482 | 5,402 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $203,014 | 5,254 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $204,414 | 5,208 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $213,806 | 5,529 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||