Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$365,506
+$34,963 QoQ
Shares Held
5,080
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,717
of 2,535 holders
Holding Since
Mar 2025
5 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, 2026Foguth Wealth Management, LLC. holds $740,532 across 2 Tobacco names. MO ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,073 | $375,026 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,080 | $365,506 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,506 | 5,080 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $330,543 | 5,009 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $304,271 | 5,277 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $246,421 | 4,203 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $236,418 | 3,939 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||