Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$417,957
+$34,622 QoQ
Shares Held
5,809
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,617
of 2,535 holders
Holding Since
Sep 2020
24 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, 2026Edgemoor Investment Advisors, Inc. holds $899,358 across 2 Tobacco names. MO ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,661 | $481,401 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,809 | $417,957 |
All Filings in MO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,957 | 5,809 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $383,335 | 5,809 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $324,395 | 5,626 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $371,653 | 5,626 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $329,852 | 5,626 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $337,672 | 5,626 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $294,183 | 5,626 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $287,151 | 5,626 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $256,264 | 5,626 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $251,992 | 5,777 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $231,390 | 5,736 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $265,125 | 6,305 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $285,616 | 6,305 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $294,625 | 6,603 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $301,686 | 6,600 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $266,386 | 6,597 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $275,431 | 6,594 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $339,886 | 6,505 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $364,713 | 7,696 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $238,342 | 5,236 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $249,652 | 5,236 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $267,873 | 5,236 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $214,676 | 5,236 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $225,503 | 5,836 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||