Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$688,921
+$60,565 QoQ
Shares Held
9,575
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,295
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CRA Financial Services, LLC holds $1,299,130 across 2 Tobacco names. MO ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
9,575 | $688,921 | |
| 2 | PM |
Philip Morris International Inc.
|
3,373 | $610,209 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,921 | 9,575 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $628,356 | 9,522 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $556,130 | 9,645 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $621,954 | 9,415 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $512,836 | 8,747 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $522,354 | 8,703 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $271,855 | 5,199 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $273,268 | 5,354 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $251,937 | 5,531 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $240,782 | 5,520 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $235,545 | 5,839 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $244,226 | 5,808 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $237,734 | 5,248 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $233,764 | 5,239 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $222,881 | 4,876 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $224,068 | 5,549 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $234,998 | 5,626 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $300,855 | 5,758 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $271,734 | 5,734 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $260,283 | 5,718 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $325,511 | 6,827 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $342,413 | 6,693 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $317,463 | 7,743 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $334,854 | 8,666 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $741,589 | 18,894 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $710,599 | 18,376 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||