Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$111,594
+$52,269 QoQ
Shares Held
1,551
+72.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,287
of 2,535 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $236,421 across 2 Tobacco names. MO ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
690 | $124,827 | |
| 2 | MO |
Altria Group, Inc.
This page
|
1,551 | $111,594 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,594 | 1,551 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $59,325 | 899 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $51,086 | 886 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $57,868 | 876 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $57,633 | 983 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||