Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,454,469
-$379,921 QoQ
Shares Held
20,215
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#881
of 2,535 holders
Holding Since
Jun 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, 2026Gateway Wealth Partners, LLC holds $3,170,943 across 2 Tobacco names. MO ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
9,488 | $1,716,474 | |
| 2 | MO |
Altria Group, Inc.
This page
|
20,215 | $1,454,469 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,469 | 20,215 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,834,390 | 27,798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $338,867 | 5,877 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $278,442 | 4,215 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $203,947 | 3,398 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $238,913 | 4,569 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $226,668 | 4,441 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $206,751 | 4,539 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||