Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,007,803
+$215,660 QoQ
Shares Held
14,007
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,049
of 2,535 holders
Holding Since
Dec 2021
15 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, 2026Xcel Wealth Management, LLC holds $1,637,912 across 2 Tobacco names. MO ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
14,007 | $1,007,803 | |
| 2 | PM |
Philip Morris International Inc.
|
3,483 | $630,109 |
All Filings in MO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,007,803 | 14,007 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $792,143 | 12,004 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $552,094 | 9,575 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $595,993 | 9,022 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $437,848 | 7,468 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $281,133 | 4,684 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $239,697 | 4,584 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $233,150 | 4,568 | Shares | Sole | 2024-10-21 | |
| 2023-06-30 | $436,601 | 9,638 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $432,278 | 9,688 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $395,985 | 8,663 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $349,811 | 8,663 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $349,322 | 8,363 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $339,834 | 6,504 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $256,332 | 5,409 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||