Position in MO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,924,294
+$5,725,198 QoQ
Shares Held
749,469
+2.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#126
of 2,535 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $345,437,304 across 3 Tobacco names. MO ranks #2 (15.6% of the industry book) .
All Filings in MO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,924,294 | 749,469 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $48,199,096 | 730,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,094,798 | 730,052 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,935,367 | 589,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,107,791 | 223,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,159,271 | 202,587 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,979,604 | 171,727 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $5,509,563 | 107,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,854,769 | 128,535 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,026,497 | 46,458 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,102,290 | 27,325 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||