Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$974,634
+$86,211 QoQ
Shares Held
13,546
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,068
of 2,535 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $7,822,745 across 3 Tobacco names. MO ranks #3 (12.5% of the industry book) .
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,634 | 13,546 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $888,423 | 13,463 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $770,683 | 13,366 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $880,117 | 13,323 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $778,489 | 13,278 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $794,304 | 13,234 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $689,443 | 13,185 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $672,962 | 13,185 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $583,599 | 12,883 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $572,920 | 12,840 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $789,731 | 17,277 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $876,569 | 21,708 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $534,781 | 12,803 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $666,344 | 12,753 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $604,364 | 12,753 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $580,516 | 12,753 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $608,063 | 12,753 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,434,986 | 28,049 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,142,834 | 27,874 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||