Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,836,340
+$438,858 QoQ
Shares Held
39,421
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#636
of 2,535 holders
Holding Since
Sep 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $3,710,316 across 2 Tobacco names. MO ranks #1 (76.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
39,421 | $2,836,340 | |
| 2 | PM |
Philip Morris International Inc.
|
4,831 | $873,976 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,836,340 | 39,421 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,397,482 | 36,331 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,985,464 | 34,434 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,160,162 | 32,700 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,802,755 | 30,748 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,636,865 | 27,272 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,201,101 | 22,970 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,189,283 | 23,301 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||