Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$219,807
New position
Shares Held
3,055
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,125
of 2,535 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $659,237 across 2 Tobacco names. MO ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,429 | $439,430 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,055 | $219,807 |
All Filings in MO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,807 | 3,055 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||