Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,773,423
+$253,212 QoQ
Shares Held
24,648
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#796
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026Retirement Planning Group, LLC holds $6,800,007 across 2 Tobacco names. MO ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
27,785 | $5,026,584 | |
| 2 | MO |
Altria Group, Inc.
This page
|
24,648 | $1,773,423 |
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,423 | 24,648 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,520,211 | 23,037 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,166,577 | 20,232 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,218,476 | 18,445 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,066,831 | 18,196 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,018,239 | 16,965 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $872,876 | 16,693 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $822,050 | 16,106 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $724,882 | 15,914 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||