Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,364,918
+$1,512,963 QoQ
Shares Held
60,666
+40.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#515
of 2,535 holders
Holding Since
Jun 2020
14 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, 2026RMR Wealth Builders holds $5,066,848 across 2 Tobacco names. MO ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
60,666 | $4,364,918 | |
| 2 | PM |
Philip Morris International Inc.
|
3,880 | $701,930 |
All Filings in MO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,364,918 | 60,666 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,851,955 | 43,218 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $288,242 | 4,999 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $290,465 | 4,397 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $220,214 | 3,756 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $223,154 | 3,718 | Shares | Sole | 2025-04-16 | |
| 2023-03-31 | $200,076 | 4,484 | Shares | Sole | 2023-04-11 | |
| 2022-03-31 | $401,071 | 7,676 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $279,310 | 6,136 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $332,997 | 6,984 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $436,139 | 8,525 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $265,311 | 6,471 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $564,375 | 14,606 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $219,015 | 5,580 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||