Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$429,397
+$35,569 QoQ
Shares Held
5,968
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,596
of 2,535 holders
Holding Since
Mar 2024
6 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, 2026Sharp Wealth Advisory, LLC holds $1,036,711 across 2 Tobacco names. MO ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,357 | $607,314 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,968 | $429,397 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,397 | 5,968 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $393,828 | 5,968 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $286,454 | 4,968 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $314,974 | 4,768 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $273,684 | 4,668 | Shares | Sole | 2025-07-25 | |
| 2024-03-31 | $209,550 | 4,804 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||