Position in MO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$875,199
+$77,842 QoQ
Shares Held
12,164
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,138
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026BOSTON FAMILY OFFICE LLC holds $2,787,417 across 2 Tobacco names. MO ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
10,570 | $1,912,218 | |
| 2 | MO |
Altria Group, Inc.
This page
|
12,164 | $875,199 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,199 | 12,164 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $797,357 | 12,083 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $710,544 | 12,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $835,064 | 12,641 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $778,547 | 13,279 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $827,015 | 13,779 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $668,213 | 12,779 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $682,200 | 13,366 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $629,318 | 13,816 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $576,481 | 13,216 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $628,658 | 15,584 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $686,844 | 16,334 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $739,930 | 16,334 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $728,823 | 16,334 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $742,056 | 16,234 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $717,552 | 17,770 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $778,843 | 18,646 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,000,378 | 19,146 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $883,633 | 18,646 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $863,059 | 18,960 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,783,708 | 37,410 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,919,011 | 37,510 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,537,910 | 37,510 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,774,889 | 45,934 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,916,930 | 48,839 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,888,604 | 48,839 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||