Position in MO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$442,420
+$89,836 QoQ
Shares Held
6,149
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,582
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026Wealthspire Retirement, LLC holds $887,277 across 2 Tobacco names. MO ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,459 | $444,857 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,149 | $442,420 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,420 | 6,149 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $352,584 | 5,343 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $292,105 | 5,066 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $327,459 | 4,957 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $286,700 | 4,890 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $287,855 | 4,796 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||