Position in MO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$420,188
-$238,128 QoQ
Shares Held
5,840
-41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,610
of 2,535 holders
Holding Since
Sep 2025
4 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, 202649 WEALTH MANAGEMENT, LLC holds $1,179,829 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.
|
4,199 | $759,641 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,840 | $420,188 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,188 | 5,840 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $658,316 | 9,976 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $637,661 | 11,059 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $635,431 | 9,619 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||