Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,620,488
+$2,190,930 QoQ
Shares Held
217,102
+6.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#253
of 2,535 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $38,981,386 across 5 Tobacco names. MO ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
217,102 | $15,620,488 | |
| 2 | PM |
Philip Morris International Inc.
|
72,487 | $13,113,623 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
142,646 | $8,809,816 | |
| 4 | TPB |
Turning Point Brands, Inc.
|
13,927 | $1,181,148 | |
| 5 | UVV |
Universal Corp /Va/
|
4,913 | $256,311 |
All Filings in MO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,620,488 | 217,102 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,429,558 | 203,509 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,766,159 | 186,718 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,250,430 | 185,444 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,516,873 | 179,377 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,909,902 | 165,110 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,210,262 | 157,014 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,652,172 | 149,925 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,403,419 | 140,580 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,686,390 | 130,362 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,085,663 | 126,070 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,066,252 | 49,138 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,983,538 | 154,162 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,764,415 | 174,012 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,395,798 | 52,413 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,235,436 | 55,360 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,051,142 | 25,165 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,328,195 | 25,420 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $799,279 | 16,866 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $781,077 | 17,159 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $895,811 | 18,788 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $812,165 | 15,875 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $470,557 | 11,477 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $512,946 | 13,275 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $258,304 | 6,581 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||