Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$687,266
+$56,930 QoQ
Shares Held
9,552
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,297
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026Bedel Financial Consulting, Inc. holds $1,730,212 across 2 Tobacco names. MO ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,765 | $1,042,946 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,552 | $687,266 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,266 | 9,552 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $630,336 | 9,552 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $550,710 | 9,551 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $630,939 | 9,551 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $562,848 | 9,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $658,599 | 10,973 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $703,457 | 13,453 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $556,284 | 10,899 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $427,623 | 9,388 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $411,860 | 9,442 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $380,849 | 9,441 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $396,111 | 9,420 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $426,726 | 9,420 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $299,846 | 6,720 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $430,588 | 9,420 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $380,379 | 9,420 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $393,181 | 9,413 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $496,009 | 9,493 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $442,622 | 9,340 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $428,388 | 9,411 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $457,728 | 9,600 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $445,092 | 8,700 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $355,060 | 8,660 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $338,525 | 8,761 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $348,147 | 8,870 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $343,853 | 8,892 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||