Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,678,161
+$149,041 QoQ
Shares Held
23,324
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#817
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Joel Isaacson & Co., LLC holds $3,561,502 across 3 Tobacco names. MO ranks #1 (47.1% of the industry book) .
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678,161 | 23,324 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,529,120 | 23,172 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,415,553 | 24,550 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,562,583 | 23,654 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,083,189 | 18,475 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $983,727 | 16,390 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $855,725 | 16,365 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $817,354 | 16,014 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $749,889 | 16,463 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $688,367 | 15,781 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $593,683 | 14,717 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $750,508 | 17,848 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $807,653 | 17,829 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $809,183 | 18,135 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $828,173 | 18,118 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $649,633 | 16,088 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $467,782 | 11,199 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $566,599 | 10,844 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $513,897 | 10,844 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $493,618 | 10,844 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $578,072 | 12,124 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $632,030 | 12,354 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $494,214 | 12,054 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $465,766 | 12,054 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $417,894 | 10,647 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $419,685 | 10,853 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||