Position in MO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$701,080
+$215,526 QoQ
Shares Held
9,744
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,283
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, 2026Grant Private Wealth Management Inc holds $1,344,757 across 2 Tobacco names. MO ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
9,744 | $701,080 | |
| 2 | PM |
Philip Morris International Inc.
|
3,558 | $643,677 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,080 | 9,744 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $485,554 | 7,358 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $320,935 | 5,566 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $255,123 | 3,862 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $325,748 | 5,556 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $231,797 | 3,862 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $201,943 | 3,862 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||