Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,490
+$4,993 QoQ
Shares Held
118
+122.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,481
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $322,187 across 2 Tobacco names. MO ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,734 | $313,697 | |
| 2 | MO |
Altria Group, Inc.
This page
|
118 | $8,490 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,490 | 118 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,497 | 53 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $576 | 10 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $660 | 10 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $586 | 10 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $600 | 10 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $522 | 10 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||