Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$148,145
+$16,100 QoQ
Shares Held
2,059
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,251
of 2,535 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Derivatives in MO
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$128,682
PutShares
2,144
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Quaker Wealth Management, LLC holds $155,381 across 2 Tobacco names. MO ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
2,059 | $148,145 | |
| 2 | PM |
Philip Morris International Inc.
|
40 | $7,236 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,145 | 2,059 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $132,045 | 2,001 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $122,123 | 2,118 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $142,491 | 2,157 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $124,881 | 2,130 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $128,682 | 2,144 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||