Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$908,656
+$97,243 QoQ
Shares Held
12,629
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,118
of 2,535 holders
Holding Since
Sep 2025
4 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, 2026Rothschild Wealth LLC holds $2,032,649 across 2 Tobacco names. MO ranks #2 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,213 | $1,123,993 | |
| 2 | MO |
Altria Group, Inc.
This page
|
12,629 | $908,656 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,656 | 12,629 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $811,413 | 12,296 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $508,561 | 8,820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $201,152 | 3,045 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||