Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,006,611
+$497,225 QoQ
Shares Held
27,889
+21.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#763
of 2,541 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $24,442,516 across 3 Tobacco names. MO ranks #3 (8.2% of the industry book) .
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,611 | 27,889 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,509,386 | 22,873 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,447,205 | 25,099 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,534,239 | 23,225 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,248,815 | 21,300 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,048,007 | 17,461 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $867,228 | 16,585 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $795,303 | 15,582 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $497,587 | 10,924 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $374,214 | 8,579 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $293,230 | 7,269 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||