Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$241,248
-$5,224 QoQ
Shares Held
3,353
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,049
of 2,535 holders
Holding Since
Sep 2020
14 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, 2026FORTEM FINANCIAL GROUP, LLC holds $1,623,038 across 2 Tobacco names. MO ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,638 | $1,381,790 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,353 | $241,248 |
All Filings in MO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,248 | 3,353 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $246,472 | 3,735 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $247,328 | 3,744 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $219,510 | 3,744 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $233,417 | 3,889 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $214,650 | 4,105 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $207,069 | 4,057 | Shares | Sole | 2024-11-18 | |
| 2022-03-31 | $1,353,379 | 25,902 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $959,078 | 20,238 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $913,267 | 20,063 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $935,815 | 19,627 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $913,871 | 17,863 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $733,654 | 17,894 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $694,322 | 17,969 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||