Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$663,954
+$36,786 QoQ
Shares Held
9,228
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,319
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, 2026LIBERTY SQUARE WEALTH PARTNERS LLC holds $1,173,939 across 2 Tobacco names. MO ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
9,228 | $663,954 | |
| 2 | PM |
Philip Morris International Inc.
|
2,819 | $509,985 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,954 | 9,228 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $627,168 | 9,504 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $579,655 | 10,053 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $724,413 | 10,966 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $758,848 | 12,943 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $775,518 | 12,921 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $679,613 | 12,997 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||