Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$319,601
+$29,641 QoQ
Shares Held
4,442
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,823
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Marble Wealth, LLC holds $904,121 across 2 Tobacco names. MO ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,231 | $584,520 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,442 | $319,601 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,601 | 4,442 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $289,960 | 4,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $458,915 | 7,959 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||