Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$364,714
+$35,094 QoQ
Shares Held
5,069
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,719
of 2,535 holders
Holding Since
Mar 2024
10 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, 2026Lakeridge Wealth Management LLC holds $893,513 across 2 Tobacco names. MO ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,923 | $528,799 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,069 | $364,714 |
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,714 | 5,069 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $329,620 | 4,995 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $297,929 | 5,167 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $344,833 | 5,220 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $320,940 | 5,474 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $335,811 | 5,595 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $256,221 | 4,900 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $256,527 | 5,026 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $232,669 | 5,108 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $205,537 | 4,712 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||