Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$120,228
+$9,959 QoQ
Shares Held
1,671
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,279
of 2,535 holders
Holding Since
Mar 2026
2 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, 2026PETERSON WEALTH MANAGEMENT holds $208,050 across 2 Tobacco names. MO ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
1,671 | $120,228 | |
| 2 | BTI |
British American Tobacco p.l.c.
|
1,422 | $87,822 |
All Filings in MO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,228 | 1,671 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $110,269 | 1,671 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||