Position in MO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$34,104
+$3,287 QoQ
Shares Held
474
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,408
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, 2026Ball & Co Wealth Management Inc. holds $92,718 across 2 Tobacco names. MO ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
324 | $58,614 | |
| 2 | MO |
Altria Group, Inc.
This page
|
474 | $34,104 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,104 | 474 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $30,817 | 467 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $26,408 | 458 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $29,793 | 451 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $25,973 | 443 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $26,108 | 435 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,327 | 427 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||