Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$267,654
+$59,456 QoQ
Shares Held
3,720
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,962
of 2,535 holders
Holding Since
Mar 2020
12 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, 2026Legacy Advisors, LLC holds $1,348,591 across 2 Tobacco names. MO ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,975 | $1,080,937 | |
| 2 | MO |
Altria Group, Inc.
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|
3,720 | $267,654 |
All Filings in MO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,654 | 3,720 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $208,198 | 3,155 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $259,931 | 4,508 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $1,663,814 | 27,721 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $554,587 | 10,606 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $493,812 | 9,675 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $499,000 | 10,955 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $431,314 | 9,888 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $382,665 | 9,486 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $358,812 | 8,533 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $371,550 | 8,202 | Shares | Sole | 2023-07-20 | |
| 2020-03-31 | $247,410 | 6,398 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||