Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,206,385
+$234,353 QoQ
Shares Held
16,767
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#965
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Principle Wealth Partners LLC holds $7,604,809 across 2 Tobacco names. MO ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
35,368 | $6,398,424 | |
| 2 | MO |
Altria Group, Inc.
This page
|
16,767 | $1,206,385 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,206,385 | 16,767 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $972,032 | 14,730 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $822,750 | 14,269 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $941,883 | 14,258 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $826,976 | 14,105 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $839,679 | 13,990 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $702,620 | 13,437 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $685,875 | 13,438 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $612,100 | 13,438 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $576,743 | 13,222 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $414,816 | 10,283 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $533,530 | 12,688 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $595,151 | 13,138 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $645,115 | 14,458 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $660,875 | 14,458 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $583,814 | 14,458 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $681,185 | 16,308 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $916,099 | 17,533 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $800,085 | 16,883 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $702,510 | 15,433 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $708,191 | 14,853 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $759,879 | 14,853 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $635,295 | 15,495 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $419,553 | 10,858 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $461,697 | 11,763 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $510,714 | 13,207 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||