Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,187,351
+$252,327 QoQ
Shares Held
30,401
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#723
of 2,535 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $2,886,387 across 2 Tobacco names. MO ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
30,401 | $2,187,351 | |
| 2 | PM |
Philip Morris International Inc.
|
3,864 | $699,036 |
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,187,351 | 30,401 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,935,024 | 29,323 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,654,265 | 28,690 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,903,717 | 28,818 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,705,898 | 29,096 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $1,690,223 | 28,161 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,473,323 | 28,176 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,445,810 | 28,327 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,207,166 | 26,502 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,051,547 | 24,107 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $879,533 | 21,803 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $962,524 | 22,890 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,014,901 | 22,404 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $900,342 | 20,178 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $890,796 | 19,488 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $801,785 | 19,856 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $762,553 | 18,256 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $949,905 | 18,180 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $850,508 | 17,947 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||