Position in MO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$556,173
+$54,518 QoQ
Shares Held
7,730
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,431
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026PRIVATE CLIENT SERVICES, LLC holds $1,186,282 across 2 Tobacco names. MO ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,483 | $630,109 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,730 | $556,173 |
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,173 | 7,730 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $501,655 | 7,602 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $570,199 | 9,889 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $376,079 | 5,693 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $500,876 | 8,543 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $312,284 | 5,203 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $268,770 | 5,140 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $264,948 | 5,191 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||