Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$785,406
+$269,959 QoQ
Shares Held
10,916
+39.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,201
of 2,535 holders
Holding Since
Mar 2023
7 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, 2026BIP Wealth, LLC holds $2,527,569 across 2 Tobacco names. MO ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
9,630 | $1,742,163 | |
| 2 | MO |
Altria Group, Inc.
This page
|
10,916 | $785,406 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,406 | 10,916 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $515,447 | 7,811 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $305,079 | 5,291 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $331,356 | 5,016 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $263,607 | 4,392 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $210,624 | 4,028 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $447,671 | 10,033 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||