Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$381,263
+$33,232 QoQ
Shares Held
5,299
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,686
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $2,019,764 across 2 Tobacco names. MO ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
9,057 | $1,638,501 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,299 | $381,263 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,263 | 5,299 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $348,031 | 5,274 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $342,788 | 5,945 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||