Position in MO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$120,827
+$15,252 QoQ
Shares Held
1,831
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Cherry Tree Wealth Management, LLC holds $129,259 across 2 Tobacco names. MO ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
1,831 | $120,827 | |
| 2 | PM |
Philip Morris International Inc.
|
51 | $8,432 |
All Filings in MO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,827 | 1,831 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $105,575 | 1,831 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $118,511 | 1,794 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $105,182 | 1,794 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $160,073 | 2,667 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $144,686 | 2,767 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $141,227 | 2,767 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $126,036 | 2,767 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $145,908 | 3,345 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $134,937 | 3,345 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $140,657 | 3,345 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $151,528 | 3,345 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||