Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,031,331
+$85,563 QoQ
Shares Held
14,334
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,030
of 2,535 holders
Holding Since
Mar 2020
25 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, 2026Wolff Financial Management LLC holds $1,849,586 across 2 Tobacco names. MO ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
14,334 | $1,031,331 | |
| 2 | PM |
Philip Morris International Inc.
|
4,523 | $818,255 |
All Filings in MO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031,331 | 14,334 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $945,768 | 14,332 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $826,210 | 14,329 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $961,239 | 14,551 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $839,874 | 14,325 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $853,604 | 14,222 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $743,563 | 14,220 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $725,635 | 14,217 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $647,447 | 14,214 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $619,927 | 14,212 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $573,191 | 14,209 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $597,362 | 14,206 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $643,395 | 14,203 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $633,648 | 14,201 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $649,036 | 14,199 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $573,234 | 14,196 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $592,883 | 14,194 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $732,440 | 14,018 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $672,511 | 14,191 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $645,883 | 14,189 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $725,704 | 14,185 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $581,503 | 14,183 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $547,953 | 14,181 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $559,783 | 14,262 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $551,395 | 14,259 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||