Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$341,762
+$28,310 QoQ
Shares Held
4,750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,771
of 2,535 holders
Holding Since
Mar 2020
23 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, 2026Newman Dignan & Sheerar, Inc. holds $735,060 across 2 Tobacco names. MO ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,174 | $393,298 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,750 | $341,762 |
All Filings in MO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,762 | 4,750 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $313,452 | 4,750 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $263,967 | 4,578 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $282,604 | 4,278 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $250,819 | 4,278 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $255,325 | 4,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $222,441 | 4,254 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $217,124 | 4,254 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $262,980 | 6,254 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $300,565 | 6,635 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $340,673 | 7,635 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $348,995 | 7,635 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $308,301 | 7,635 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $318,913 | 7,635 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $398,928 | 7,635 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $361,822 | 7,635 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $347,545 | 7,635 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $267,818 | 5,617 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $288,337 | 5,636 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $226,976 | 5,536 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $213,911 | 5,536 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $217,288 | 5,536 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $214,463 | 5,546 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||