Position in MO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$723,512
-$84,128 QoQ
Shares Held
10,964
-21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 90%
None 10%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $5,747,548 across 3 Tobacco names. MO ranks #2 (12.6% of the industry book) .
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $723,512 | 10,964 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $807,640 | 14,007 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,439,048 | 21,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $864,262 | 14,741 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $443,965 | 7,397 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $386,002 | 7,382 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $384,942 | 7,542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $469,345 | 10,304 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $454,651 | 10,423 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $346,036 | 8,578 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $450,394 | 10,094 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $221,508 | 4,846 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $222,741 | 4,263 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||