Position in MO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$557,108
+$48,656 QoQ
Shares Held
7,743
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,430
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Successful Portfolios LLC holds $907,530 across 2 Tobacco names. MO ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
7,743 | $557,108 | |
| 2 | PM |
Philip Morris International Inc.
|
1,937 | $350,422 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,108 | 7,743 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $508,452 | 7,705 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $454,014 | 7,874 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $488,976 | 7,402 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $449,516 | 7,667 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $467,795 | 7,794 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $405,038 | 7,746 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $394,284 | 7,725 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $419,196 | 9,203 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $415,349 | 9,522 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $433,372 | 10,743 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $439,086 | 10,442 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $472,252 | 10,425 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $478,237 | 10,718 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $450,746 | 9,861 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $386,638 | 9,575 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $400,866 | 9,597 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $491,254 | 9,402 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $446,366 | 9,419 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $423,290 | 9,299 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $447,286 | 9,381 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $472,718 | 9,240 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $376,790 | 9,190 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $357,806 | 9,260 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $364,200 | 9,279 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $359,940 | 9,308 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||