Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$252,256
+$7,566 QoQ
Shares Held
3,506
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,003
of 2,535 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Performance Wealth Partners, LLC holds $252,256 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,506 | $252,256 |
All Filings in MO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,256 | 3,506 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $244,690 | 3,708 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $213,399 | 3,701 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $253,141 | 3,832 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $224,611 | 3,831 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $234,318 | 3,904 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $219,543 | 5,221 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $253,453 | 5,595 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $274,546 | 6,153 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $284,041 | 6,214 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $257,745 | 6,383 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $271,087 | 6,490 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $340,931 | 6,525 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $321,019 | 6,774 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||