Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$836,346
+$87,294 QoQ
Shares Held
11,624
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,158
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026Klingman & Associates, LLC holds $2,022,030 across 2 Tobacco names. MO ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,554 | $1,185,684 | |
| 2 | MO |
Altria Group, Inc.
This page
|
11,624 | $836,346 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,346 | 11,624 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $749,052 | 11,351 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $640,314 | 11,105 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $737,097 | 11,158 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $526,438 | 8,979 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $412,817 | 6,878 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||