Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,422,595
+$326,964 QoQ
Shares Held
19,772
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#894
of 2,535 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $3,144,677 across 2 Tobacco names. MO ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
9,519 | $1,722,082 | |
| 2 | MO |
Altria Group, Inc.
This page
|
19,772 | $1,422,595 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,595 | 19,772 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,095,631 | 16,603 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $679,177 | 11,779 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $703,340 | 10,647 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $548,366 | 9,353 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $493,484 | 8,222 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $399,652 | 7,643 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $377,644 | 7,399 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $333,699 | 7,326 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $268,044 | 6,145 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $294,522 | 7,301 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||