Position in MO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$929,881
+$177,266 QoQ
Shares Held
12,924
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,098
of 2,535 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Baron Wealth Management LLC holds $1,230,734 across 2 Tobacco names. MO ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
12,924 | $929,881 | |
| 2 | PM |
Philip Morris International Inc.
|
1,663 | $300,853 |
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,881 | 12,924 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $752,615 | 11,405 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $591,937 | 10,266 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $678,238 | 10,267 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $565,193 | 9,640 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $455,191 | 7,584 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $203,617 | 3,894 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $203,649 | 3,990 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||