PARTNERS WEALTH MANAGEMENT, LLC
Position in MO — Altria Group, Inc.
CIK 2054714
CARMEL BY THE SEA, CA
Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$624,238
+$49,532 QoQ
Shares Held
8,676
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,356
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $1,165,882 across 2 Tobacco names. MO ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
8,676 | $624,238 | |
| 2 | PM |
Philip Morris International Inc.
|
2,994 | $541,644 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,238 | 8,676 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $574,706 | 8,709 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $499,854 | 8,669 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $570,428 | 8,635 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $501,931 | 8,561 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $513,831 | 8,561 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $458,112 | 8,761 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||