Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$96,628
+$10,578 QoQ
Shares Held
1,343
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,294
of 2,530 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026JPL Wealth Management, LLC holds $314,724 across 4 Tobacco names. MO ranks #2 (30.7% of the industry book) .
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,628 | 1,343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $86,050 | 1,304 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $84,093 | 1,273 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||