Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,234,230
+$67,725 QoQ
Shares Held
17,154
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#958
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, 2026WINNOW WEALTH LLC holds $1,234,230 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
|
17,154 | $1,234,230 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,234,230 | 17,154 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,166,505 | 17,677 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,062,212 | 18,422 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,190,995 | 18,029 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,178 | 600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,140,440 | 19,001 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $936,881 | 17,933 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||