Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,846,728
+$368,107 QoQ
Shares Held
81,261
-2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#436
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, 2026CFM WEALTH PARTNERS LLC holds $22,061,872 across 2 Tobacco names. MO ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
89,631 | $16,215,144 | |
| 2 | MO |
Altria Group, Inc.
This page
|
81,261 | $5,846,728 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,846,728 | 81,261 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,478,621 | 83,022 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,787,048 | 83,022 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,455,895 | 82,590 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,833,222 | 82,436 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,996,124 | 83,241 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,305,610 | 82,341 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,178,695 | 81,871 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,690,187 | 81,014 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,486,546 | 79,930 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,303,886 | 81,901 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,432,877 | 81,638 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,665,268 | 80,911 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,616,004 | 81,040 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,694,465 | 80,824 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,276,958 | 81,153 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,433,619 | 82,203 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,335,234 | 82,971 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,949,387 | 83,338 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,771,514 | 82,854 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,916,625 | 82,144 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,192,562 | 81,950 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,183,486 | 77,646 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,040,658 | 78,692 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,105,577 | 79,123 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,141,357 | 81,235 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||