Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,448
-$54,232 QoQ
Shares Held
312
-73.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,431
of 2,535 holders
Holding Since
Mar 2021
22 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, 2026Activest Wealth Management holds $79,796 across 2 Tobacco names. MO ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
317 | $57,348 | |
| 2 | MO |
Altria Group, Inc.
This page
|
312 | $22,448 |
All Filings in MO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,448 | 312 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $76,680 | 1,162 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $82,338 | 1,428 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $101,996 | 1,544 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $88,472 | 1,509 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $90,270 | 1,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,800 | 1,201 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $60,890 | 1,193 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $54,158 | 1,189 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $51,646 | 1,184 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,068 | 200 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $8,199 | 195 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,652 | 191 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $8,343 | 187 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,981 | 284 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $10,902 | 270 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $6,933 | 166 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $8,569 | 164 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,629 | 161 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $7,192 | 158 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,390 | 155 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $7,929 | 155 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||