Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,490,432
+$328,233 QoQ
Shares Held
76,309
-2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#455
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $11,578,125 across 3 Tobacco names. MO ranks #2 (47.4% of the industry book) .
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,490,432 | 76,309 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,162,199 | 78,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,898,969 | 67,620 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,604,976 | 69,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,058,309 | 69,219 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,896,738 | 64,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,475,356 | 47,339 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,145,313 | 42,032 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,662,119 | 36,490 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,585,063 | 36,338 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,386,042 | 34,359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,477,847 | 35,145 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,654,809 | 36,530 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,655,223 | 37,096 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,695,475 | 37,092 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,539,043 | 38,114 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,418,383 | 33,957 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,755,652 | 33,601 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,484,065 | 31,316 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,358,635 | 29,847 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,525,044 | 31,985 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,527,228 | 29,852 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,259,233 | 30,713 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,115,884 | 28,879 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,073,683 | 27,355 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,329,822 | 34,389 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||