Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,814,435
+$169,503 QoQ
Shares Held
25,218
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#790
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, 2026Brady Martz Wealth Solutions, LLC holds $2,351,918 across 2 Tobacco names. MO ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
25,218 | $1,814,435 | |
| 2 | PM |
Philip Morris International Inc.
|
2,971 | $537,483 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,814,435 | 25,218 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,644,932 | 24,927 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,266,271 | 21,961 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,763,339 | 26,693 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,556,509 | 26,548 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,585,068 | 26,409 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,395,254 | 26,683 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||