Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,457,635
+$120,744 QoQ
Shares Held
20,259
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#879
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $3,905,823 across 3 Tobacco names. MO ranks #2 (37.3% of the industry book) .
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,457,635 | 20,259 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,336,891 | 20,259 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,179,492 | 20,456 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,345,708 | 20,371 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,194,351 | 20,371 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,252,317 | 20,865 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||