Position in MO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,117,056
+$197,473 QoQ
Shares Held
29,424
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#737
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026LYNCH & ASSOCIATES/IN holds $4,881,722 across 2 Tobacco names. MO ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
15,282 | $2,764,666 | |
| 2 | MO |
Altria Group, Inc.
This page
|
29,424 | $2,117,056 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,117,056 | 29,424 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,919,583 | 29,089 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,693,762 | 29,375 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,028,900 | 30,713 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,818,585 | 31,018 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,809,422 | 30,147 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,643,317 | 31,427 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,506,343 | 29,513 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,305,599 | 28,663 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,271,479 | 29,149 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,260,181 | 31,239 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,326,929 | 31,556 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,467,085 | 32,386 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $1,460,189 | 32,725 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $1,500,933 | 32,836 | Shares | Sole | 2023-10-24 | |
| 2022-09-30 | $1,288,768 | 31,916 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,350,382 | 32,329 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,632,290 | 31,240 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,333,601 | 28,141 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $1,347,483 | 29,602 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,405,701 | 29,482 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,598,391 | 31,243 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,324,341 | 32,301 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,350,970 | 34,963 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,285,790 | 32,759 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,242,003 | 32,118 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||