Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$563,224
+$90,076 QoQ
Shares Held
7,828
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,419
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026Quotient Wealth Partners, LLC holds $1,585,184 across 2 Tobacco names. MO ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,649 | $1,021,960 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,828 | $563,224 |
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,224 | 7,828 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $473,148 | 7,170 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $408,290 | 7,081 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $475,632 | 7,200 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $423,074 | 7,216 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $354,238 | 5,902 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $289,111 | 5,529 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $250,198 | 4,902 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $213,310 | 4,683 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||