Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$256,861
+$21,277 QoQ
Shares Held
3,570
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,990
of 2,535 holders
Holding Since
Mar 2021
10 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, 2026Aries Wealth Management holds $256,861 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
|
3,570 | $256,861 |
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,861 | 3,570 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $235,584 | 3,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $205,846 | 3,570 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $235,834 | 3,570 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $209,309 | 3,570 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $238,279 | 3,970 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $207,591 | 3,970 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $202,628 | 3,970 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $202,038 | 4,460 | Shares | Sole | 2023-07-14 | |
| 2021-03-31 | $204,640 | 4,000 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||