Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$396,228
+$32,822 QoQ
Shares Held
5,507
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,658
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, 2026Center for Financial Planning, Inc. holds $1,447,315 across 2 Tobacco names. MO ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,810 | $1,051,087 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,507 | $396,228 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,228 | 5,507 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $363,406 | 5,507 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $317,533 | 5,507 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $385,922 | 5,842 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $342,516 | 5,842 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $330,530 | 5,507 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $308,458 | 5,899 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $301,084 | 5,899 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $268,699 | 5,899 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $261,022 | 5,984 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $243,411 | 6,034 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $253,729 | 6,034 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $282,400 | 6,234 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $278,161 | 6,234 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $281,070 | 6,149 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $248,296 | 6,149 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $100,916 | 2,416 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $126,236 | 2,416 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $114,494 | 2,416 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $109,976 | 2,416 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $115,194 | 2,416 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $175,632 | 3,433 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $177,366 | 4,326 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $167,156 | 4,326 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $169,795 | 4,326 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $283,296 | 7,326 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||