Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$710,578
+$231,359 QoQ
Shares Held
9,876
+36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,271
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026IAMS WEALTH MANAGEMENT, LLC holds $2,132,711 across 2 Tobacco names. MO ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,861 | $1,422,133 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,876 | $710,578 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,578 | 9,876 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $479,219 | 7,262 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $393,183 | 6,819 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $352,033 | 5,329 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $244,838 | 4,176 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $209,169 | 3,485 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||