Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,608,442
+$373,572 QoQ
Shares Held
22,355
+19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#834
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Sagewood Asset Management LP holds $3,124,648 across 2 Tobacco names. MO ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
22,355 | $1,608,442 | |
| 2 | PM |
Philip Morris International Inc.
|
8,381 | $1,516,206 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,608,442 | 22,355 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,234,870 | 18,713 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,024,214 | 17,763 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||