Position in MO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$280,964
+$39,639 QoQ
Shares Held
3,905
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,928
of 2,535 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $768,878 across 2 Tobacco names. MO ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,697 | $487,914 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,905 | $280,964 |
All Filings in MO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,964 | 3,905 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $241,325 | 3,657 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $209,017 | 3,625 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $241,449 | 3,655 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $207,369 | 3,455 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $264,540 | 5,183 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $230,574 | 5,062 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $240,695 | 5,518 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $250,027 | 6,198 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $279,212 | 6,640 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $302,377 | 6,675 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $302,032 | 6,769 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $302,188 | 6,611 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $285,486 | 7,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $251,622 | 6,024 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $311,775 | 5,967 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $282,065 | 5,952 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $325,285 | 7,146 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $338,241 | 7,094 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $331,670 | 6,483 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $255,922 | 6,242 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $234,815 | 6,077 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $232,203 | 5,916 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $209,552 | 5,419 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||