Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$789,723
+$60,600 QoQ
Shares Held
10,976
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,196
of 2,535 holders
Holding Since
Dec 2023
11 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, 2026ENZI WEALTH holds $1,122,778 across 2 Tobacco names. MO ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
10,976 | $789,723 | |
| 2 | PM |
Philip Morris International Inc.
|
1,841 | $333,055 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,723 | 10,976 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $729,123 | 11,049 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $636,451 | 11,038 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $727,254 | 11,009 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $636,897 | 10,863 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $652,537 | 10,872 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $496,441 | 9,494 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $470,078 | 9,210 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $411,817 | 9,041 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $394,368 | 9,041 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $379,074 | 9,397 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||