Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$304,420
+$17,562 QoQ
Shares Held
4,231
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,858
of 2,535 holders
Holding Since
Dec 2023
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, 2026TRITONPOINT WEALTH, LLC holds $833,219 across 2 Tobacco names. MO ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,923 | $528,799 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,231 | $304,420 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,420 | 4,231 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $286,858 | 4,347 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $243,440 | 4,222 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $345,890 | 5,236 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $307,572 | 5,246 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $258,566 | 4,308 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $196,505 | 3,758 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $151,753 | 3,479 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $246,235 | 6,104 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||