Position in MO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,398,113
+$765,421 QoQ
Shares Held
81,802
+1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Sunbelt Securities, Inc. holds $11,318,469 across 6 Tobacco names. MO ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
34,518 | $5,707,206 | |
| 2 | MO |
Altria Group, Inc.
This page
|
81,802 | $5,398,113 | |
| 3 | UVV |
Universal Corp /Va/
|
2,241 | $118,100 | |
| 4 | TPB |
Turning Point Brands, Inc.
|
1,017 | $88,265 | |
| 5 | BTI |
British American Tobacco p.l.c.
|
116 | $6,782 | |
| 6 | ISPR |
Ispire Technology Inc.
|
2 | $3 |
All Filings in MO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,398,113 | 81,802 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,632,692 | 80,345 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,096,396 | 77,148 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,973,348 | 84,826 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,563,320 | 76,030 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,435,551 | 84,826 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,387,933 | 66,378 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,900,897 | 63,686 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,173,453 | 49,827 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,491,692 | 36,978 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,690,998 | 40,214 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $1,847,560 | 40,785 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,799,435 | 40,328 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,628,830 | 35,634 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,438,295 | 35,619 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,464,915 | 35,071 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,759,100 | 33,667 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,617,278 | 34,127 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,320,216 | 29,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,382,863 | 29,003 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,121,171 | 21,915 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $811,923 | 19,803 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $762,251 | 19,727 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $774,010 | 19,720 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $627,343 | 16,223 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||