Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,525,732
-$482,752 QoQ
Shares Held
35,104
-23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#672
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $7,191,762 across 2 Tobacco names. MO ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
25,792 | $4,666,030 | |
| 2 | MO |
Altria Group, Inc.
This page
|
35,104 | $2,525,732 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,525,732 | 35,104 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,008,484 | 45,590 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,739,599 | 47,513 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,416,358 | 51,716 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,155,466 | 53,820 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,087,368 | 51,439 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,842,798 | 54,366 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,956,389 | 57,923 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,746,255 | 60,291 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,984,698 | 68,425 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,038,892 | 75,332 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,399,111 | 80,835 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,202,073 | 92,761 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,198,608 | 94,097 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,297,197 | 94,010 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $367,458 | 9,100 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $380,107 | 9,100 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $475,475 | 9,100 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $431,249 | 9,100 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $414,232 | 9,100 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $433,888 | 9,100 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $465,556 | 9,100 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $373,100 | 9,100 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $351,624 | 9,100 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $357,175 | 9,100 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $351,897 | 9,100 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||