Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$901,893
+$59,465 QoQ
Shares Held
12,535
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,121
of 2,535 holders
Holding Since
Mar 2020
5 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, 2026STERLING INVESTMENT MANAGEMENT, LLC holds $901,893 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
|
12,535 | $901,893 |
All Filings in MO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,893 | 12,535 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $842,428 | 12,766 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $784,464 | 13,605 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $901,851 | 13,652 | Shares | Sole | 2025-10-20 | |
| 2020-03-31 | $555,881 | 14,375 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||