Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$330,754
+$27,398 QoQ
Shares Held
4,597
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,796
of 2,535 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Broderick Brian C holds $330,754 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
4,597 | $330,754 |
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,754 | 4,597 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $303,356 | 4,597 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $265,063 | 4,597 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $303,677 | 4,597 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $279,430 | 4,766 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $286,054 | 4,766 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $252,142 | 4,822 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $246,114 | 4,822 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $219,641 | 4,822 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $210,335 | 4,822 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||