Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$635,534
+$85,442 QoQ
Shares Held
8,833
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,343
of 2,535 holders
Holding Since
Mar 2020
24 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, 2026Allen Capital Group, LLC holds $1,600,688 across 2 Tobacco names. MO ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,335 | $965,154 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,833 | $635,534 |
All Filings in MO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,534 | 8,833 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $550,092 | 8,336 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $486,419 | 8,436 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $555,498 | 8,409 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $494,837 | 8,440 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $475,958 | 7,930 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $427,052 | 8,167 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $406,227 | 7,959 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,660 | 7,391 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $296,877 | 6,806 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $242,483 | 6,011 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $252,342 | 6,001 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $275,514 | 6,082 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $284,720 | 6,381 | Shares | Sole | 2023-04-28 | |
| 2022-06-30 | $257,303 | 6,160 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $453,895 | 8,687 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $404,805 | 8,542 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $417,236 | 9,166 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $433,697 | 9,096 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $463,458 | 9,059 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $374,576 | 9,136 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $370,866 | 9,598 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,544,106 | 64,818 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,568,577 | 66,423 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||