Position in MO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$296,218
+$90,660 QoQ
Shares Held
4,117
+32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,882
of 2,535 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $571,020 across 2 Tobacco names. MO ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
4,117 | $296,218 | |
| 2 | PM |
Philip Morris International Inc.
|
1,519 | $274,802 |
All Filings in MO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,218 | 4,117 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $205,558 | 3,115 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||