Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$296,362
+$38,606 QoQ
Shares Held
4,119
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,881
of 2,535 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Wheelhouse Advisory Group LLC holds $792,779 across 2 Tobacco names. MO ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,744 | $496,417 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,119 | $296,362 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,362 | 4,119 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $257,756 | 3,906 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $223,951 | 3,884 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $311,076 | 4,709 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $276,088 | 4,709 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $297,519 | 4,957 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $257,109 | 4,917 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $248,973 | 4,878 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $220,370 | 4,838 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||