Position in MO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$352,195
-$117,389 QoQ
Shares Held
4,895
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,751
of 2,535 holders
Holding Since
Sep 2025
4 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, 2026Whalen Wealth Management Inc. holds $1,742,126 across 2 Tobacco names. MO ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,683 | $1,389,931 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,895 | $352,195 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,195 | 4,895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $469,584 | 7,116 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $410,308 | 7,116 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $470,082 | 7,116 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||