Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$423,137
+$35,908 QoQ
Shares Held
5,881
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,605
of 2,535 holders
Holding Since
Sep 2022
13 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, 2026Balboa Wealth Partners holds $1,202,859 across 2 Tobacco names. MO ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,310 | $779,722 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,881 | $423,137 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,137 | 5,881 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $387,229 | 5,868 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $275,441 | 4,777 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $287,493 | 4,352 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $263,131 | 4,488 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $255,625 | 4,259 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $239,645 | 4,583 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $237,897 | 4,661 | Shares | Sole | 2024-11-06 | |
| 2023-09-30 | $206,928 | 4,921 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $229,263 | 5,061 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $281,953 | 6,319 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $285,550 | 6,247 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $237,595 | 5,884 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||