Position in MO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,831,808
+$275,884 QoQ
Shares Held
39,358
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#637
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Whitener Capital Management, Inc. holds $4,447,153 across 2 Tobacco names. MO ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
39,358 | $2,831,808 | |
| 2 | PM |
Philip Morris International Inc.
|
8,929 | $1,615,345 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,831,808 | 39,358 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,555,924 | 38,732 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,213,221 | 38,384 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,378,820 | 36,010 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,107,338 | 35,943 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,130,830 | 35,502 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,831,352 | 35,023 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,756,796 | 34,420 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,393,374 | 30,590 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,174,250 | 26,920 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $811,277 | 20,111 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $411,963 | 9,797 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $432,479 | 9,547 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $433,572 | 9,717 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $380,398 | 8,322 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $319,890 | 7,922 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $268,246 | 6,422 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $301,325 | 5,767 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $268,559 | 5,667 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $262,513 | 5,767 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $265,434 | 5,567 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $289,923 | 5,667 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $236,447 | 5,767 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $238,292 | 6,167 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $214,579 | 5,467 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $290,837 | 7,521 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||