Position in MO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$38,924
+$3,224 QoQ
Shares Held
541
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,395
of 2,535 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Olistico Wealth, LLC holds $122,142 across 2 Tobacco names. MO ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
460 | $83,218 | |
| 2 | MO |
Altria Group, Inc.
This page
|
541 | $38,924 |
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,924 | 541 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $35,700 | 541 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $47,050 | 816 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $30,253 | 516 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $38,352 | 639 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $49,100 | 939 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $47,926 | 939 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $50,514 | 1,109 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||