Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,334,958
+$1,379,868 QoQ
Shares Held
199,235
+1.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#269
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, 2026Cyndeo Wealth Partners, LLC holds $15,409,020 across 2 Tobacco names. MO ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
199,235 | $14,334,958 | |
| 2 | PM |
Philip Morris International Inc.
|
5,937 | $1,074,062 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,334,958 | 199,235 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,955,090 | 196,319 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,297,323 | 195,930 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $12,403,755 | 187,765 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,137,765 | 189,967 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,115,163 | 185,191 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,257,107 | 177,034 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,727,993 | 171,003 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,795,290 | 171,137 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,069,114 | 47,435 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $376,896 | 9,343 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,092,408 | 49,760 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,254,716 | 49,773 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,290,523 | 51,334 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,350,959 | 29,555 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||