Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$835,339
+$118,490 QoQ
Shares Held
11,610
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,161
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026XY Planning Network, Inc. holds $1,550,838 across 2 Tobacco names. MO ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
11,610 | $835,339 | |
| 2 | PM |
Philip Morris International Inc.
|
3,955 | $715,499 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,339 | 11,610 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $716,849 | 10,863 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $588,362 | 10,204 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||