Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,341,291
+$402,650 QoQ
Shares Held
18,642
+31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#920
of 2,535 holders
Holding Since
Dec 2022
15 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $4,183,748 across 2 Tobacco names. MO ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
15,712 | $2,842,457 | |
| 2 | MO |
Altria Group, Inc.
This page
|
18,642 | $1,341,291 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,291 | 18,642 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $938,641 | 14,224 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $725,881 | 12,589 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $867,433 | 13,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $729,591 | 12,444 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $697,732 | 11,625 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $600,498 | 11,484 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $573,689 | 11,240 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $513,302 | 11,269 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $482,088 | 11,052 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $469,396 | 11,636 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $578,103 | 13,748 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $623,554 | 13,765 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $529,103 | 11,858 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $330,346 | 7,227 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||