Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$369,823
+$29,447 QoQ
Shares Held
5,140
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,710
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, 2026Palacios Wealth Management, LLC holds $369,823 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,140 | $369,823 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,823 | 5,140 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $340,376 | 5,158 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $252,262 | 4,375 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $339,548 | 5,140 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $296,667 | 5,060 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $341,213 | 5,685 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $297,268 | 5,685 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||