Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,113,027
+$389,237 QoQ
Shares Held
29,368
+12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#738
of 2,535 holders
Holding Since
Dec 2021
19 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, 2026Finer Wealth Management, Inc. holds $3,368,915 across 3 Tobacco names. MO ranks #1 (62.7% of the industry book) .
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,113,027 | 29,368 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,723,790 | 26,122 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,197,021 | 20,760 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,371,405 | 20,760 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,255,913 | 21,421 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,264,201 | 21,063 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,101,384 | 21,063 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,079,291 | 21,146 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $578,621 | 12,703 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $678,072 | 15,545 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $629,788 | 15,612 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $742,939 | 17,668 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $800,360 | 17,668 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $788,346 | 17,668 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $807,604 | 17,668 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $610,585 | 15,121 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $631,604 | 15,121 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $409,587 | 7,839 | Shares | Sole | 2022-06-06 | |
| 2021-12-31 | $424,567 | 8,959 | Shares | Sole | 2022-06-01 | |
| No filing history on record for this holder in this stock. | ||||||