Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$286,936
+$36,306 QoQ
Shares Held
3,988
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,913
of 2,535 holders
Holding Since
Mar 2020
25 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, 2026Plancorp, LLC holds $1,094,337 across 2 Tobacco names. MO ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,463 | $807,401 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,988 | $286,936 |
All Filings in MO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,936 | 3,988 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $250,630 | 3,798 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $226,661 | 3,931 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $590,774 | 8,943 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $525,559 | 8,964 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $526,015 | 8,764 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $400,384 | 7,657 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $355,034 | 6,956 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $311,516 | 6,839 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $328,284 | 7,526 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $327,197 | 8,111 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $343,001 | 8,157 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $387,768 | 8,560 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $383,999 | 8,606 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $347,076 | 7,593 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $300,467 | 7,441 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $308,011 | 7,374 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $369,198 | 7,066 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $357,747 | 7,549 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $337,348 | 7,411 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $348,922 | 7,318 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $389,736 | 7,618 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $310,534 | 7,574 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $299,320 | 7,626 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $315,431 | 8,157 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||