Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$579,269
+$156,274 QoQ
Shares Held
8,051
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,401
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, 2026Riverbend Wealth Management, LLC holds $1,009,292 across 2 Tobacco names. MO ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
8,051 | $579,269 | |
| 2 | PM |
Philip Morris International Inc.
|
2,377 | $430,023 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,269 | 8,051 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $422,995 | 6,410 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $373,579 | 6,479 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $421,859 | 6,386 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $367,551 | 6,269 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $371,223 | 6,185 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $314,681 | 6,018 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||