Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$629,274
-$13,864 QoQ
Shares Held
8,746
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,349
of 2,535 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,939,966 across 2 Tobacco names. MO ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,245 | $1,310,692 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,746 | $629,274 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,274 | 8,746 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $643,138 | 9,746 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $550,422 | 9,546 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $615,943 | 9,324 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $546,607 | 9,323 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $484,541 | 8,073 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $391,704 | 7,491 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $382,340 | 7,491 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||