Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$373,996
-$11,121 QoQ
Shares Held
5,198
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,699
of 2,535 holders
Holding Since
Jun 2021
13 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, 2026Summit Financial Wealth Advisors, LLC holds $2,382,458 across 2 Tobacco names. MO ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
11,102 | $2,008,462 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,198 | $373,996 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,996 | 5,198 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $385,117 | 5,836 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $238,251 | 4,132 | Shares | Sole | 2026-01-27 | |
| 2023-09-30 | $288,000 | 6,849 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $279,455 | 6,169 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $299,623 | 6,715 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $306,942 | 6,715 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $271,151 | 6,715 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $280,485 | 6,715 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $393,547 | 7,532 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $356,941 | 7,532 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $397,480 | 8,732 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $416,341 | 8,732 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||