Position in MO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$321,976
+$46,402 QoQ
Shares Held
4,475
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,816
of 2,535 holders
Holding Since
Dec 2021
7 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, 2026Thrive Wealth Management, LLC holds $1,573,511 across 2 Tobacco names. MO ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,918 | $1,251,535 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,475 | $321,976 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,976 | 4,475 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $275,574 | 4,176 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $259,642 | 4,503 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $261,861 | 3,964 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $221,738 | 3,782 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $373,953 | 7,157 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $380,589 | 8,031 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||