Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$445,298
+$168,734 QoQ
Shares Held
6,189
+47.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,578
of 2,535 holders
Holding Since
Dec 2021
11 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, 2026Horizon Wealth Management, LLC holds $445,298 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
6,189 | $445,298 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,298 | 6,189 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $276,564 | 4,191 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $241,134 | 4,182 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $275,800 | 4,175 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $244,311 | 4,167 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $252,984 | 4,215 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $217,055 | 4,151 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $211,407 | 4,142 | Shares | Sole | 2024-10-16 | |
| 2022-06-30 | $217,036 | 5,196 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $251,531 | 4,814 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $227,472 | 4,800 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||