Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$146,921
+$12,896 QoQ
Shares Held
2,042
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,252
of 2,535 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Lodestone Wealth Management LLC holds $386,789 across 3 Tobacco names. MO ranks #2 (38.0% of the industry book) .
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,921 | 2,042 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $134,025 | 2,031 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $116,300 | 2,017 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||