Position in MO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$272,402
+$22,894 QoQ
Shares Held
3,786
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,949
of 2,535 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $652,967 across 2 Tobacco names. MO ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTI |
British American Tobacco p.l.c.
|
6,162 | $380,565 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,786 | $272,402 |
All Filings in MO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,402 | 3,786 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $249,508 | 3,781 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $249,610 | 4,329 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $309,226 | 4,681 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $358,112 | 6,108 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $364,141 | 6,067 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $332,355 | 6,356 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $330,790 | 6,481 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $341,670 | 7,501 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $366,364 | 8,399 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $334,499 | 8,292 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $352,084 | 8,373 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $387,315 | 8,550 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $404,301 | 9,061 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $441,695 | 9,663 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $390,797 | 9,678 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $406,589 | 9,734 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $502,749 | 9,622 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $460,014 | 9,707 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $495,252 | 10,387 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,032,255 | 20,177 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $822,460 | 20,060 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $887,406 | 22,966 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $831,668 | 21,189 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $827,770 | 21,406 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||