Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$228,513
-$2,517 QoQ
Shares Held
3,176
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,096
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026Douglas Lane & Associates, LLC holds $1,003,712 across 2 Tobacco names. MO ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,285 | $775,199 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,176 | $228,513 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,513 | 3,176 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $231,030 | 3,501 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $212,246 | 3,681 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $444,385 | 6,727 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $396,280 | 6,759 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $460,413 | 7,671 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $247,383 | 4,731 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||