Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$403,063
+$83,408 QoQ
Shares Held
5,602
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,640
of 2,535 holders
Holding Since
Sep 2020
6 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, 2026Adams Wealth Management holds $1,077,133 across 2 Tobacco names. MO ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,726 | $674,070 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,602 | $403,063 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,063 | 5,602 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $319,655 | 4,844 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $248,745 | 4,314 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $260,606 | 3,945 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $273,391 | 4,663 | Shares | Sole | 2025-09-25 | |
| 2020-09-30 | $95,827 | 2,480 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||