Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$378,744
-$3,734 QoQ
Shares Held
5,264
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,690
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $621,163 across 2 Tobacco names. MO ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,264 | $378,744 | |
| 2 | PM |
Philip Morris International Inc.
|
1,340 | $242,419 |
All Filings in MO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,744 | 5,264 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $382,478 | 5,796 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $333,736 | 5,788 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $362,140 | 5,482 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $317,364 | 5,413 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $420,440 | 7,005 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $359,859 | 6,882 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $359,015 | 7,034 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $325,090 | 7,137 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $368,501 | 8,448 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $402,754 | 9,984 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $415,454 | 9,880 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $437,869 | 9,666 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $445,396 | 9,982 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $506,741 | 11,086 | Shares | Sole | 2025-01-29 | |
| 2022-09-30 | $443,089 | 10,973 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $454,875 | 10,890 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $605,838 | 11,595 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $546,217 | 11,526 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $550,837 | 12,101 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $590,945 | 12,394 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $627,375 | 12,263 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $538,289 | 13,129 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||