Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$467,243
+$38,704 QoQ
Shares Held
6,494
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,545
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026Forza Wealth Management, LLC holds $760,136 across 2 Tobacco names. MO ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
6,494 | $467,243 | |
| 2 | PM |
Philip Morris International Inc.
|
1,619 | $292,893 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,243 | 6,494 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $428,539 | 6,494 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $349,477 | 6,061 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $341,662 | 5,172 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $277,554 | 4,734 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $254,364 | 4,238 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $221,605 | 4,238 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $216,307 | 4,238 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||