Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$618,410
+$27,602 QoQ
Shares Held
8,595
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,364
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, 2026Uniting Wealth Partners, LLC holds $1,732,996 across 2 Tobacco names. MO ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,161 | $1,114,586 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,595 | $618,410 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,410 | 8,595 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $590,808 | 8,953 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $540,101 | 9,367 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $640,385 | 9,694 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $480,355 | 8,193 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $476,678 | 7,942 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $427,418 | 8,174 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||