Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$974,778
+$80,746 QoQ
Shares Held
13,548
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,067
of 2,535 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Fiduciary Group, LLC holds $2,786,410 across 2 Tobacco names. MO ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
10,014 | $1,811,632 | |
| 2 | MO |
Altria Group, Inc.
This page
|
13,548 | $974,778 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,778 | 13,548 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $894,032 | 13,548 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $857,865 | 14,878 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $982,840 | 14,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $872,297 | 14,878 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $826,955 | 13,778 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $720,451 | 13,778 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $692,868 | 13,575 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $633,190 | 13,901 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $606,361 | 13,901 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $580,936 | 14,401 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $654,802 | 15,572 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $729,873 | 16,112 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $718,917 | 16,112 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $784,475 | 17,162 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $693,001 | 17,162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $684,109 | 16,378 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $443,080 | 8,480 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $439,779 | 9,280 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $420,149 | 9,230 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $455,153 | 9,546 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $485,815 | 9,496 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $377,036 | 9,196 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $346,059 | 8,956 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $372,325 | 9,486 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $355,996 | 9,206 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||