Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$692,374
+$354,968 QoQ
Shares Held
9,623
+88.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,291
of 2,535 holders
Holding Since
Sep 2022
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, 2026Monument Capital Management holds $1,955,849 across 2 Tobacco names. MO ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,984 | $1,263,475 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,623 | $692,374 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,374 | 9,623 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $337,406 | 5,113 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $574,697 | 9,967 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,270,730 | 19,236 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $734,809 | 12,533 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $324,588 | 5,408 | Shares | Sole | 2025-04-25 | |
| 2022-12-31 | $247,291 | 5,410 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,790 | 5,344 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||