Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$558,547
+$62,105 QoQ
Shares Held
7,763
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,425
of 2,535 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026MBL Wealth, LLC holds $1,054,240 across 2 Tobacco names. MO ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
7,763 | $558,547 | |
| 2 | PM |
Philip Morris International Inc.
|
2,740 | $495,693 |
All Filings in MO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,547 | 7,763 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $496,442 | 7,523 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $445,192 | 7,721 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $518,240 | 7,845 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $379,160 | 6,467 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $390,190 | 6,501 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $265,110 | 5,070 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $238,612 | 4,675 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $212,718 | 4,670 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $211,295 | 4,844 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $235,585 | 5,840 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $240,694 | 5,724 | Shares | Sole | 2023-10-11 | |
| 2022-03-31 | $215,844 | 4,131 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $217,583 | 4,253 | Shares | Defined | 2021-05-27 | |
| No filing history on record for this holder in this stock. | ||||||