Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$597,616
+$94,839 QoQ
Shares Held
8,306
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,386
of 2,535 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $1,660,461 across 2 Tobacco names. MO ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,875 | $1,062,845 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,306 | $597,616 |
All Filings in MO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,616 | 8,306 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $502,777 | 7,619 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $399,295 | 6,925 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $499,809 | 7,566 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $432,454 | 7,376 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $339,293 | 5,653 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $302,810 | 5,791 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $353,298 | 6,922 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $303,408 | 6,661 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $333,125 | 7,637 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $266,244 | 6,600 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $473,062 | 11,250 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $342,649 | 7,564 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $487,250 | 10,920 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,755,354 | 38,402 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,672,297 | 41,414 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $2,634,183 | 50,415 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||