Position in MO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$265,423
-$399,029 QoQ
Shares Held
3,689
-63.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,965
of 2,535 holders
Holding Since
Mar 2022
5 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, 2026Chesley Taft & Associates LLC holds $1,111,176 across 2 Tobacco names. MO ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,675 | $845,753 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,689 | $265,423 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,423 | 3,689 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $664,452 | 10,069 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $597,299 | 10,359 | Shares | Sole | 2026-01-14 | |
| 2023-03-31 | $202,083 | 4,529 | Shares | Sole | 2023-04-11 | |
| 2022-03-31 | $202,677 | 3,879 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||