Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$311,182
+$36,334 QoQ
Shares Held
4,325
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,842
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026Patten Group, Inc. holds $817,005 across 2 Tobacco names. MO ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,796 | $505,823 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,325 | $311,182 |
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,182 | 4,325 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $274,848 | 4,165 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $230,928 | 4,005 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $263,315 | 3,986 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $232,467 | 3,965 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $236,778 | 3,945 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $240,952 | 4,608 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $224,320 | 4,395 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||