Position in MO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$212,685
+$237 QoQ
Shares Held
3,223
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $713,499 across 2 Tobacco names. MO ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,029 | $500,814 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,223 | $212,685 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,685 | 3,223 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $212,448 | 3,216 | Shares | Sole | 2025-10-24 | |
| 2024-06-30 | $144,666 | 3,176 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||