Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,119
+$29,972 QoQ
Shares Held
3,379
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,039
of 2,535 holders
Holding Since
Mar 2020
7 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, 2026Bernardo Wealth Planning LLC holds $933,471 across 2 Tobacco names. MO ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,816 | $690,352 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,379 | $243,119 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,119 | 3,379 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $213,147 | 3,230 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $206,767 | 3,130 | Shares | Sole | 2025-10-22 | |
| 2020-12-31 | $326,114 | 7,954 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $345,325 | 8,937 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $362,120 | 9,226 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $363,652 | 9,404 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||