Position in MO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$76,482
+$6,335 QoQ
Shares Held
1,063
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,331
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, 2026Copia Wealth Management holds $256,668 across 2 Tobacco names. MO ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
996 | $180,186 | |
| 2 | MO |
Altria Group, Inc.
This page
|
1,063 | $76,482 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,482 | 1,063 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $70,147 | 1,063 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $61,292 | 1,063 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $70,221 | 1,063 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $62,323 | 1,063 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $63,801 | 1,063 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $61,754 | 1,181 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||