Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,323,592
+$146,067 QoQ
Shares Held
18,396
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#926
of 2,535 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Meridian Wealth Management, LLC holds $3,881,840 across 2 Tobacco names. MO ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
14,141 | $2,558,248 | |
| 2 | MO |
Altria Group, Inc.
This page
|
18,396 | $1,323,592 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,592 | 18,396 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,177,525 | 17,844 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $895,690 | 15,534 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,049,891 | 15,893 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $896,042 | 15,283 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $894,838 | 14,909 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $788,010 | 15,070 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $699,554 | 13,706 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $629,956 | 13,830 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $616,032 | 15,271 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $597,404 | 14,207 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $676,600 | 14,936 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $674,922 | 15,126 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $582,711 | 12,748 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $493,564 | 12,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $499,067 | 11,948 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $525,478 | 10,057 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $665,875 | 14,051 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $596,038 | 13,094 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $378,722 | 7,943 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $557,285 | 10,893 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $225,773 | 5,843 | Shares | Sole | 2020-10-09 | |
| 2020-03-31 | $202,592 | 5,239 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||