Position in MO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$161,024
+$15,451 QoQ
Shares Held
2,238
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,237
of 2,535 holders
Holding Since
Dec 2023
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, 2026BURKETT FINANCIAL SERVICES, LLC holds $191,778 across 2 Tobacco names. MO ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
2,238 | $161,024 | |
| 2 | PM |
Philip Morris International Inc.
|
170 | $30,754 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,024 | 2,238 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $145,573 | 2,206 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $124,891 | 2,166 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $168,651 | 2,553 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $126,347 | 2,155 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $127,182 | 2,119 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $108,606 | 2,077 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $121,424 | 2,379 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $106,131 | 2,330 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $99,409 | 2,279 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $89,837 | 2,227 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||