Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$372,269
+$75,776 QoQ
Shares Held
5,174
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,701
of 2,535 holders
Holding Since
Sep 2020
6 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, 2026ASPIRIANT, LLC holds $1,137,337 across 2 Tobacco names. MO ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,229 | $765,068 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,174 | $372,269 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,269 | 5,174 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $296,493 | 4,493 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $207,432 | 3,538 | Shares | Sole | 2025-07-29 | |
| 2023-09-30 | $205,834 | 4,895 | Shares | Sole | 2023-10-18 | |
| 2022-03-31 | $620,573 | 11,877 | Shares | Sole | 2022-05-06 | |
| 2020-09-30 | $383,463 | 9,924 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||