Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$209,374
+$17,344 QoQ
Shares Held
2,910
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,174
of 2,535 holders
Holding Since
Dec 2023
7 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, 2026BKM Wealth Management, LLC holds $588,018 across 2 Tobacco names. MO ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,093 | $378,644 | |
| 2 | MO |
Altria Group, Inc.
This page
|
2,910 | $209,374 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,374 | 2,910 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $192,030 | 2,910 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $225,264 | 3,410 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $199,928 | 3,410 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $204,668 | 3,410 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $147,610 | 3,384 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $64,624 | 1,602 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||