Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$448,968
+$90,115 QoQ
Shares Held
6,240
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,569
of 2,535 holders
Holding Since
Jun 2023
13 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, 2026Great Waters Wealth Management holds $448,968 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
|
6,240 | $448,968 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,968 | 6,240 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $358,853 | 5,438 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $313,497 | 5,437 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $359,168 | 5,437 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $318,771 | 5,437 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $326,328 | 5,437 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $284,300 | 5,437 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $277,504 | 5,437 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $247,655 | 5,437 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $237,161 | 5,437 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $219,328 | 5,437 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $228,583 | 5,436 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $246,250 | 5,436 | Shares | Sole | 2023-07-07 | |
| No filing history on record for this holder in this stock. | ||||||