Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$602,293
+$65,333 QoQ
Shares Held
8,371
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,383
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, 2026Challenger Wealth Management holds $602,293 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
|
8,371 | $602,293 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,293 | 8,371 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $536,960 | 8,137 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $470,274 | 8,156 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $538,719 | 8,155 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $453,385 | 7,733 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $463,054 | 7,715 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $440,020 | 8,415 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||