Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$894,626
+$49,823 QoQ
Shares Held
12,434
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,126
of 2,535 holders
Holding Since
Mar 2024
10 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, 2026Johnson & White Wealth Management, LLC holds $1,194,393 across 2 Tobacco names. MO ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
12,434 | $894,626 | |
| 2 | PM |
Philip Morris International Inc.
|
1,657 | $299,767 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,626 | 12,434 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $844,803 | 12,802 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $732,512 | 12,704 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $829,053 | 12,550 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $739,910 | 12,620 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $757,392 | 12,619 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $546,744 | 10,456 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $532,755 | 10,438 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $429,855 | 9,437 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $199,648 | 4,577 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||