Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$271,467
+$23,081 QoQ
Shares Held
3,773
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,950
of 2,535 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $271,467 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,773 | $271,467 |
All Filings in MO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,467 | 3,773 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $248,386 | 3,764 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||