Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$402,920
+$20,178 QoQ
Shares Held
5,600
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,642
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Winthrop Partners - WNY, LLC holds $1,171,787 across 2 Tobacco names. MO ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,250 | $768,867 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,600 | $402,920 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,920 | 5,600 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $382,742 | 5,800 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $334,428 | 5,800 | Shares | Sole | 2026-03-12 | |
| No filing history on record for this holder in this stock. | ||||||