Position in MO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$260,243
+$24,461 QoQ
Shares Held
3,617
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,976
of 2,535 holders
Holding Since
Mar 2020
11 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, 2026D.B. Root & Company, LLC holds $756,660 across 2 Tobacco names. MO ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,744 | $496,417 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,617 | $260,243 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,243 | 3,617 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $235,782 | 3,573 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $241,581 | 3,657 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $213,061 | 3,634 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $214,031 | 3,566 | Shares | Sole | 2025-05-14 | |
| 2021-06-30 | $202,687 | 4,251 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $229,759 | 4,491 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $693,638 | 16,918 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $753,093 | 19,490 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $807,372 | 20,570 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $798,380 | 20,646 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||