Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,585
-$288,465 QoQ
Shares Held
439
-90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,411
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, 2026Prestige Wealth Management Group LLC holds $111,908 across 2 Tobacco names. MO ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
444 | $80,323 | |
| 2 | MO |
Altria Group, Inc.
This page
|
439 | $31,585 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,585 | 439 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $320,050 | 4,850 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $274,403 | 4,759 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $291,455 | 4,412 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $249,470 | 4,255 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $22,446 | 374 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $19,555 | 374 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $19,088 | 374 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $73,972 | 1,624 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $70,838 | 1,624 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $96,129 | 2,383 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $99,783 | 2,373 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $107,496 | 2,373 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $579,926 | 12,997 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $109,566 | 2,397 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $476,685 | 11,805 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $433,613 | 10,381 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $561,478 | 10,746 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $119,517 | 2,522 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $118,443 | 2,602 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $123,300 | 2,586 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $132,299 | 2,586 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $103,074 | 2,514 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $110,162 | 2,851 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $107,074 | 2,728 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $109,281 | 2,826 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||