Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,869
+$5,702 QoQ
Shares Held
846
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,352
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, 2026IAG Wealth Partners, LLC holds $67,924 across 2 Tobacco names. MO ranks #1 (89.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
846 | $60,869 | |
| 2 | PM |
Philip Morris International Inc.
|
39 | $7,055 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,869 | 846 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $55,167 | 836 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $47,454 | 823 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $45,713 | 692 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $39,868 | 680 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,694 | 728 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $34,249 | 655 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,975 | 842 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $28,650 | 629 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $26,869 | 616 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $24,244 | 601 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $18,544 | 441 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $19,614 | 433 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,918 | 424 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $19,015 | 416 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $16,434 | 407 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $20,843 | 499 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $25,707 | 492 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,984 | 485 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $168,287 | 3,697 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $22,504 | 472 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $23,789 | 465 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $18,778 | 458 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $17,388 | 450 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $3,925 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $4,563 | 118 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||