Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,087,335
+$469,038 QoQ
Shares Held
56,808
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#535
of 2,535 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $7,048,108 across 2 Tobacco names. MO ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
56,808 | $4,087,335 | |
| 2 | PM |
Philip Morris International Inc.
|
16,366 | $2,960,773 |
All Filings in MO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,087,335 | 56,808 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,618,297 | 54,831 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,224,635 | 55,925 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,572,656 | 54,082 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,561,420 | 60,744 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,918,345 | 65,284 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,516,031 | 67,241 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,958,560 | 77,558 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,136,582 | 112,768 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,423,428 | 78,483 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,952,577 | 48,403 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,081,769 | 49,507 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,913,245 | 42,235 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,555,363 | 34,858 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $996,295 | 21,796 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $466,106 | 11,543 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $480,146 | 11,495 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $562,732 | 10,770 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $390,683 | 8,244 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $385,372 | 8,466 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $322,650 | 6,767 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||