Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$375,866
+$31,201 QoQ
Shares Held
5,224
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,696
of 2,535 holders
Holding Since
Sep 2021
20 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, 2026Barry Investment Advisors, LLC holds $375,866 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,224 | $375,866 |
All Filings in MO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,866 | 5,224 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $344,665 | 5,223 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $301,042 | 5,221 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $342,190 | 5,180 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $301,123 | 5,136 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $305,741 | 5,094 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $263,855 | 5,046 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $255,097 | 4,998 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $225,472 | 4,950 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $213,694 | 4,899 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $195,568 | 4,848 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $201,755 | 4,798 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $215,401 | 4,755 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $210,338 | 4,714 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $213,648 | 4,674 | Shares | Other | 2023-01-26 | |
| 2022-09-30 | $240,301 | 5,951 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $246,818 | 5,909 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $307,177 | 5,879 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $276,947 | 5,844 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $264,607 | 5,813 | Shares | Other | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||