Position in MO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$309,960
+$25,676 QoQ
Shares Held
4,308
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,846
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026LJI Wealth Management, LLC holds $674,312 across 2 Tobacco names. MO ranks #2 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,014 | $364,352 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,308 | $309,960 |
All Filings in MO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,960 | 4,308 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $284,284 | 4,308 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $262,987 | 4,561 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $284,586 | 4,308 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $267,411 | 4,561 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $285,755 | 4,761 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $262,025 | 5,011 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $272,349 | 5,336 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $293,159 | 6,436 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $276,376 | 6,336 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $294,482 | 7,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $227,070 | 5,400 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $244,620 | 5,400 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $236,486 | 5,300 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $242,263 | 5,300 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||