Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$667,264
+$33,826 QoQ
Shares Held
9,274
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,314
of 2,535 holders
Holding Since
Jun 2022
14 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, 2026Axim Planning & Wealth holds $1,404,472 across 2 Tobacco names. MO ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,075 | $737,208 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,274 | $667,264 |
All Filings in MO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,264 | 9,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $633,438 | 9,599 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $768,550 | 13,329 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $234,285 | 3,996 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $248,242 | 4,136 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $219,618 | 4,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $214,163 | 4,196 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $230,381 | 5,711 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $282,618 | 6,721 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $293,181 | 6,472 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $269,504 | 6,040 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $230,378 | 5,040 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $44,418 | 1,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,947 | 1,100 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||