Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,316,469
+$241,228 QoQ
Shares Held
18,297
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#930
of 2,535 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026XXI WEALTH, LLC holds $1,880,003 across 2 Tobacco names. MO ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
18,297 | $1,316,469 | |
| 2 | PM |
Philip Morris International Inc.
|
3,115 | $563,534 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,316,469 | 18,297 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,075,241 | 16,294 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $762,553 | 13,225 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||