Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$51,660
+$4,280 QoQ
Shares Held
718
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,370
of 2,535 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $146,637 across 2 Tobacco names. MO ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
525 | $94,977 | |
| 2 | MO |
Altria Group, Inc.
This page
|
718 | $51,660 |
All Filings in MO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,660 | 718 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $47,380 | 718 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $41,399 | 718 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,544 | 311 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $23,862 | 407 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,994 | 733 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $38,328 | 733 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $37,412 | 733 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $30,381 | 667 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,753 | 407 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $16,418 | 407 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,114 | 407 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,437 | 407 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $18,160 | 407 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $44,887 | 982 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $39,653 | 982 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $43,942 | 1,052 | Shares | Defined | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||