Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$400,833
+$52,235 QoQ
Shares Held
5,571
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,651
of 2,535 holders
Holding Since
Jun 2025
3 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, 2026SUMMITRY LLC holds $643,071 across 2 Tobacco names. MO ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,571 | $400,833 | |
| 2 | PM |
Philip Morris International Inc.
|
1,339 | $242,238 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,833 | 5,571 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $348,598 | 5,277 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $432,278 | 7,373 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||