Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,415,338
+$1,034,530 QoQ
Shares Held
144,758
+1.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
4.35%
of 13F equity value
Holder Rank
#318
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026Windle Wealth, LLC holds $10,415,338 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
144,758 | $10,415,338 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,415,338 | 144,758 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,380,808 | 142,155 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,897,574 | 136,968 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,980,592 | 135,946 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,971,217 | 135,958 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,282,339 | 137,993 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,646,837 | 146,239 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,409,987 | 145,180 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,774,514 | 148,727 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,430,852 | 147,429 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,568,735 | 138,045 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,673,722 | 134,928 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,841,570 | 128,953 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,511,016 | 123,510 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,528,670 | 120,951 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||