MOGY JOEL R INVESTMENT COUNSEL INC
Position in MO — Altria Group, Inc.
CIK 1126735
BEVERLY HILLS, CA
Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$931,752
+$77,182 QoQ
Shares Held
12,950
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,095
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, 2026MOGY JOEL R INVESTMENT COUNSEL INC holds $3,098,149 across 2 Tobacco names. MO ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
11,975 | $2,166,397 | |
| 2 | MO |
Altria Group, Inc.
This page
|
12,950 | $931,752 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,752 | 12,950 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $854,570 | 12,950 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $746,697 | 12,950 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $855,477 | 12,950 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $759,258 | 12,950 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $777,259 | 12,950 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $677,155 | 12,950 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $660,968 | 12,950 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $589,872 | 12,950 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $564,879 | 12,950 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $554,675 | 13,750 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $611,827 | 14,550 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $963,984 | 21,280 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $984,986 | 22,075 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,009,048 | 22,075 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $891,590 | 22,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $922,281 | 22,080 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,153,680 | 22,080 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,046,371 | 22,080 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,005,081 | 22,080 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,138,598 | 23,880 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,221,700 | 23,880 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,047,550 | 25,550 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $987,252 | 25,550 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,128,437 | 28,750 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,111,762 | 28,750 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||