Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$276,000
+$20,289 QoQ
Shares Held
3,836
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,940
of 2,535 holders
Holding Since
Jun 2025
5 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, 2026HORAN Wealth, LLC holds $1,202,620 across 2 Tobacco names. MO ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,122 | $926,620 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,836 | $276,000 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,000 | 3,836 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $255,711 | 3,875 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $214,206 | 3,715 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $259,087 | 3,922 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $229,946 | 3,922 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||