Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,506,327
+$555,931 QoQ
Shares Held
104,327
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#378
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Avantax Planning Partners, Inc. holds $9,041,529 across 2 Tobacco names. MO ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
104,327 | $7,506,327 | |
| 2 | PM |
Philip Morris International Inc.
|
8,486 | $1,535,202 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,506,327 | 104,327 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,950,396 | 105,325 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,747,488 | 117,022 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,607,205 | 115,156 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,904,092 | 117,757 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,623,086 | 110,348 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,008,539 | 114,908 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,733,629 | 112,336 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,448,741 | 141,575 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,031,075 | 138,264 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,772,447 | 68,727 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,024,866 | 71,935 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,290,320 | 72,634 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,202,912 | 71,782 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,302,090 | 72,240 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,968,495 | 73,514 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,867,134 | 68,641 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,275,761 | 62,694 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,441,769 | 51,525 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,665,787 | 58,563 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,801,486 | 58,756 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,729,897 | 53,360 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,705,426 | 65,986 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,861,755 | 74,062 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,998,582 | 76,397 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,564,278 | 40,452 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||