Position in MO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$725
+$91 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $1,221 across 2 Tobacco names. MO ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
11 | $725 | |
| 2 | PM |
Philip Morris International Inc.
|
3 | $496 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $725 | 11 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $634 | 11 | Shares | Sole | 2026-01-14 | |
| 2024-06-30 | $96,338 | 2,115 | Shares | Sole | 2024-07-12 | |
| 2021-09-30 | $56,581 | 1,243 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,335 | 28 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||