Position in MO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$128,837,225
+$18,625,844 QoQ
Shares Held
1,952,375
+2.1% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $426,340,416 across 4 Tobacco names. MO ranks #2 (30.2% of the industry book) .
All Filings in MO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,837,225 | 1,952,375 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $110,211,381 | 1,911,401 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $122,360,361 | 1,852,261 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $110,582,159 | 1,886,102 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $118,148,229 | 1,968,481 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $101,528,145 | 1,941,636 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $100,354,439 | 1,966,192 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $89,539,228 | 1,965,735 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $87,840,603 | 2,013,769 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $78,685,993 | 1,950,570 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $82,636,701 | 1,965,201 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $90,719,002 | 2,002,627 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $92,052,577 | 2,063,034 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $93,100,070 | 2,036,755 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $85,311,471 | 2,112,716 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $91,881,593 | 2,199,703 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $113,195,810 | 2,166,427 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $107,456,682 | 2,267,497 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $105,076,774 | 2,308,365 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $123,416,389 | 2,588,431 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $103,159,280 | 2,516,080 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $102,913,505 | 2,663,393 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $108,154,042 | 2,755,517 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $103,126,818 | 2,666,843 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||