Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$290,893
+$19,213 QoQ
Shares Held
4,043
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,897
of 2,535 holders
Holding Since
Mar 2026
2 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, 2026Segment Wealth Management, LLC holds $1,546,408 across 2 Tobacco names. MO ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,940 | $1,255,515 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,043 | $290,893 |
All Filings in MO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,893 | 4,043 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $271,680 | 4,117 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||