Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$529,264
+$46,548 QoQ
Shares Held
7,356
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,473
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026Wealth Dimensions Group, Ltd. holds $1,301,568 across 2 Tobacco names. MO ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,269 | $772,304 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,356 | $529,264 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,264 | 7,356 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $482,716 | 7,315 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $433,891 | 7,525 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $505,094 | 7,646 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $466,343 | 7,954 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $491,503 | 8,189 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $425,902 | 8,145 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $471,303 | 9,234 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,159 | 9,290 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $438,773 | 10,059 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $405,780 | 10,059 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $423,695 | 10,076 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $452,139 | 9,981 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $440,399 | 9,870 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $449,283 | 9,829 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $363,137 | 8,993 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $373,883 | 8,951 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $466,070 | 8,920 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $423,429 | 8,935 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $405,082 | 8,899 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $424,304 | 8,899 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $445,757 | 8,713 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $357,233 | 8,713 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||