Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,361,725
+$275,728 QoQ
Shares Held
18,926
+15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#912
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $4,335,161 across 2 Tobacco names. MO ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
16,436 | $2,973,436 | |
| 2 | MO |
Altria Group, Inc.
This page
|
18,926 | $1,361,725 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,725 | 18,926 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,085,997 | 16,457 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $956,175 | 16,583 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,212,531 | 18,355 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,014,240 | 17,299 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,004,194 | 16,731 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $923,493 | 17,661 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $719,153 | 14,090 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $528,607 | 11,605 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $480,343 | 11,012 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $425,304 | 10,543 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $473,693 | 11,265 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $557,461 | 12,306 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $447,181 | 10,022 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $463,133 | 10,132 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $438,324 | 10,855 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $409,095 | 9,794 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $506,668 | 9,697 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $443,712 | 9,363 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $409,907 | 9,005 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $414,768 | 8,699 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $438,390 | 8,569 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $351,575 | 8,575 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $280,603 | 7,262 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $275,731 | 7,025 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $313,807 | 8,115 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||