Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$238,874
+$20,118 QoQ
Shares Held
3,320
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,058
of 2,535 holders
Holding Since
Mar 2022
8 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, 2026Spartan Planning & Wealth Management holds $890,511 across 2 Tobacco names. MO ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,602 | $651,637 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,320 | $238,874 |
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,874 | 3,320 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $218,756 | 3,315 | Shares | Sole | 2026-04-16 | |
| 2023-12-31 | $201 | 5 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $210 | 5 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $13,118 | 287 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $201 | 5 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $208 | 5 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $52,406 | 1,003 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||