Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$567,901
+$48,032 QoQ
Shares Held
7,893
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,412
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $2,772,108 across 2 Tobacco names. MO ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
12,184 | $2,204,207 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,893 | $567,901 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,901 | 7,893 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $519,869 | 7,878 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $479,154 | 8,310 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $547,967 | 8,295 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $485,397 | 8,279 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $555,965 | 9,263 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $504,337 | 9,645 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $491,413 | 9,628 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $437,735 | 9,610 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||