Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$384,213
+$31,827 QoQ
Shares Held
5,340
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,680
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Sterling Wealth Management, Inc. holds $609,626 across 2 Tobacco names. MO ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,340 | $384,213 | |
| 2 | PM |
Philip Morris International Inc.
|
1,246 | $225,413 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,213 | 5,340 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $352,386 | 5,340 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $312,574 | 5,421 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||