Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$445,802
+$32,177 QoQ
Shares Held
6,196
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,577
of 2,535 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Wealth Management Associates, Inc. holds $922,318 across 2 Tobacco names. MO ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,634 | $476,516 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,196 | $445,802 |
All Filings in MO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,802 | 6,196 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $413,625 | 6,268 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $371,964 | 6,451 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $411,553 | 6,230 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $324,810 | 5,540 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $229,936 | 3,831 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $208,396 | 4,083 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $318,276 | 7,569 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $583,282 | 12,876 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $500,636 | 11,220 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $204,780 | 4,480 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $246,724 | 4,722 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $222,448 | 4,694 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $212,396 | 4,666 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $221,187 | 4,639 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $349,320 | 6,828 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $292,084 | 7,124 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $296,446 | 7,672 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $299,948 | 7,642 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $371,502 | 9,607 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||