Position in MO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,913,687
+$316,123 QoQ
Shares Held
40,496
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#630
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, 2026CX Institutional holds $4,658,776 across 3 Tobacco names. MO ranks #1 (62.5% of the industry book) .
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,913,687 | 40,496 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,597,564 | 39,363 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $8,279,572 | 143,593 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,514,671 | 128,893 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,834,381 | 116,568 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,318,118 | 121,928 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,561,767 | 125,488 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,256,201 | 102,982 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,950,779 | 86,735 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,977,184 | 91,178 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,335,230 | 82,678 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,826,895 | 67,227 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $749,443 | 16,544 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $538,875 | 12,077 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,148,319 | 90,753 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,089,433 | 76,509 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,328,635 | 55,749 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,163,894 | 60,553 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,833,756 | 80,898 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,890,309 | 41,527 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $344,201 | 7,219 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $161,716 | 3,161 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $102,623 | 2,503 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $115,997 | 3,002 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $154,370 | 3,933 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $145,747 | 3,769 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||