Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,480,365
+$288,297 QoQ
Shares Held
48,372
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#574
of 2,535 holders
Holding Since
Mar 2020
4 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, 2026Allen Investment Management, LLC holds $5,151,973 across 2 Tobacco names. MO ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
48,372 | $3,480,365 | |
| 2 | PM |
Philip Morris International Inc.
|
9,240 | $1,671,608 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,480,365 | 48,372 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,192,068 | 48,372 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,789,129 | 48,372 | Shares | Defined | 2026-02-10 | |
| 2020-03-31 | $372,121 | 9,623 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||