Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$136,201
+$14,648 QoQ
Shares Held
1,893
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,261
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, 2026Rialto Wealth Management, LLC holds $215,620 across 2 Tobacco names. MO ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
1,893 | $136,201 | |
| 2 | PM |
Philip Morris International Inc.
|
439 | $79,419 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,201 | 1,893 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $121,553 | 1,842 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $88,969 | 1,543 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $102,591 | 1,553 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $90,876 | 1,550 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $90,930 | 1,515 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $79,219 | 1,515 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||