Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$257,581
+$28,068 QoQ
Shares Held
3,580
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,989
of 2,535 holders
Holding Since
Mar 2025
5 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, 2026Magnolia Private Wealth, LLC holds $684,709 across 2 Tobacco names. MO ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,361 | $427,128 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,580 | $257,581 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,581 | 3,580 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $229,513 | 3,478 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $220,434 | 3,823 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $221,631 | 3,355 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $200,826 | 3,346 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||