Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,063,166
+$3,685 QoQ
Shares Held
28,675
-8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#748
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026Legacy Private Trust Co. holds $2,702,501 across 2 Tobacco names. MO ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
28,675 | $2,063,166 | |
| 2 | PM |
Philip Morris International Inc.
|
3,534 | $639,335 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,166 | 28,675 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,059,481 | 31,209 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,817,211 | 31,516 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,963,435 | 29,722 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,609,393 | 27,450 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,127,595 | 18,787 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||