Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$804,760
+$60,328 QoQ
Shares Held
11,185
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#1,185
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026Axis Wealth Partners, LLC holds $1,034,515 across 2 Tobacco names. MO ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
11,185 | $804,760 | |
| 2 | PM |
Philip Morris International Inc.
|
1,270 | $229,755 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,760 | 11,185 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $744,432 | 11,281 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $653,749 | 11,338 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $749,383 | 11,344 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $664,277 | 11,330 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $677,325 | 11,285 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $592,759 | 11,336 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||