Position in MO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$425,833
+$71,743 QoQ
Shares Held
6,453
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026Root Financial Partners, LLC holds $1,069,028 across 6 Tobacco names. MO ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,678 | $608,120 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,453 | $425,833 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
522 | $30,521 | |
| 4 | UVV |
Universal Corp /Va/
|
58 | $3,056 | |
| 5 | TPB |
Turning Point Brands, Inc.
|
17 | $1,475 | |
| 6 | ISPR |
Ispire Technology Inc.
|
13 | $23 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,833 | 6,453 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $354,090 | 6,141 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $330,035 | 4,996 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||