Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,418,128
+$1,029,554 QoQ
Shares Held
47,507
+31.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#582
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, 2026Peak Retirement Planning, Inc. holds $3,619,119 across 2 Tobacco names. MO ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
47,507 | $3,418,128 | |
| 2 | PM |
Philip Morris International Inc.
|
1,111 | $200,991 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,418,128 | 47,507 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,388,574 | 36,196 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,090,809 | 36,261 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,841,422 | 27,875 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,324,099 | 22,584 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,081,260 | 18,015 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $817,763 | 15,639 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||