Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$446,018
+$36,946 QoQ
Shares Held
6,199
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,575
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026Lester Murray Antman dba SimplyRich holds $1,318,471 across 2 Tobacco names. MO ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTI |
British American Tobacco p.l.c.
|
19,727 | $872,453 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,199 | $446,018 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,018 | 6,199 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $409,072 | 6,199 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $358,529 | 6,218 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $418,027 | 6,328 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $371,831 | 6,342 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $380,646 | 6,342 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $331,361 | 6,337 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $302,412 | 5,925 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||