Position in MO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$16,901,846
+$1,634,862 QoQ
Shares Held
234,911
+1.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#242
of 2,535 holders
Holding Since
Mar 2020
22 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, 2026Gradient Investments LLC holds $17,249,555 across 2 Tobacco names. MO ranks #1 (98.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
234,911 | $16,901,846 | |
| 2 | PM |
Philip Morris International Inc.
|
1,922 | $347,709 |
All Filings in MO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,901,846 | 234,911 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $15,266,984 | 231,353 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,151,208 | 228,082 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,890,584 | 225,410 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $186,755 | 4,100 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $76,378 | 1,751 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $206,782 | 5,126 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $219,038 | 5,209 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $377,937 | 8,343 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $404,078 | 9,056 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $396,579 | 8,676 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $393,624 | 9,748 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $395,353 | 9,465 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $574,123 | 10,988 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $461,578 | 9,740 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $417,554 | 9,173 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $452,340 | 9,487 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $659,196 | 12,885 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $521,356 | 12,716 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $494,901 | 12,808 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $411,536 | 10,485 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $344,163 | 8,900 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||