Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$627,979
+$53,405 QoQ
Shares Held
8,728
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,355
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Summit Wealth Partners, LLC holds $1,741,660 across 2 Tobacco names. MO ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,156 | $1,113,681 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,728 | $627,979 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,979 | 8,728 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $574,574 | 8,707 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $402,582 | 6,982 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $459,777 | 6,960 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $406,716 | 6,937 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $414,978 | 6,914 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $360,173 | 6,888 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $360,495 | 7,063 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $320,535 | 7,037 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $305,776 | 7,010 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $281,653 | 6,982 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $292,457 | 6,955 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $278,187 | 6,141 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $273,386 | 6,127 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $279,425 | 6,113 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $246,277 | 6,099 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $254,170 | 6,085 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $317,366 | 6,074 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $287,325 | 6,063 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $275,441 | 6,051 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $287,987 | 6,040 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $286,547 | 5,601 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $270,149 | 6,589 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $215,495 | 5,577 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $218,426 | 5,565 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $214,734 | 5,553 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||