Position in MO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$244,630
+$20,264 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,032
of 2,535 holders
Holding Since
Mar 2020
19 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, 2026SevenBridge Financial Group, LLC holds $1,509,552 across 2 Tobacco names. MO ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,992 | $1,264,922 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,400 | $244,630 |
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,630 | 3,400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $224,366 | 3,400 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $196,044 | 3,400 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $260,937 | 3,950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $231,588 | 3,950 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $345,535 | 5,757 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $331,884 | 6,347 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $323,950 | 6,347 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $289,105 | 6,347 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $201,449 | 4,447 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $221,449 | 4,963 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $226,630 | 4,958 | Shares | Sole | 2023-01-26 | |
| 2022-03-31 | $288,367 | 5,519 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $347,937 | 7,342 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $385,645 | 8,472 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $437,082 | 9,167 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $219,732 | 4,295 | Shares | Sole | 2021-04-20 | |
| 2020-06-30 | $261,091 | 6,652 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $278,114 | 7,192 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||