Position in MO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$580,852
+$51,151 QoQ
Shares Held
8,073
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,399
of 2,535 holders
Holding Since
Jun 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, 2026Clarion Wealth Managment Partners, LLC holds $580,852 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
8,073 | $580,852 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,852 | 8,073 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $529,701 | 8,027 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $459,492 | 7,969 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $523,195 | 7,920 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $491,788 | 8,388 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||