Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$704,678
-$76,379 QoQ
Shares Held
9,794
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,278
of 2,535 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Summit Global Investments holds $1,655,902 across 2 Tobacco names. MO ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,258 | $951,224 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,794 | $704,678 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,678 | 9,794 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $781,057 | 11,836 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $559,993 | 9,712 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,007,547 | 15,252 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $855,763 | 14,596 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||