Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,514,613
-$130,806 QoQ
Shares Held
48,848
-11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#132
of 996 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $13,116,620 across 7 Tobacco names. MO ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
43,201 | $7,815,492 | |
| 2 | MO |
Altria Group, Inc.
This page
|
48,848 | $3,514,613 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
19,409 | $1,198,699 | |
| 4 | TPB |
Turning Point Brands, Inc.
|
5,995 | $508,435 | |
| 5 | UVV |
Universal Corp /Va/
|
1,521 | $79,350 | |
| 6 | ISPR |
Ispire Technology Inc.
|
21 | $23 | |
| 7 | XXII |
22nd Century Group, Inc.
|
2 | $8 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,514,613 | 48,848 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,645,419 | 55,242 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,565,925 | 61,844 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,231,655 | 48,920 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,788,618 | 47,563 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,378,232 | 39,624 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,711,294 | 32,727 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,526,300 | 29,904 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,457,827 | 32,005 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,266,855 | 29,043 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,580,590 | 63,971 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,181,124 | 75,651 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,731,270 | 82,368 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,171,434 | 93,488 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,738,019 | 147,408 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,175,827 | 128,178 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,931,517 | 94,123 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $4,917,926 | 94,123 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,519,086 | 32,055 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,347,619 | 29,605 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,392,685 | 29,209 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,447,162 | 28,287 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,142,629 | 27,869 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $973,612 | 25,197 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,127,024 | 28,714 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,069,844 | 27,666 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||