Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$620,280
+$42,604 QoQ
Shares Held
8,621
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,360
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, 2026Frisch Financial Group, Inc. holds $1,214,931 across 2 Tobacco names. MO ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
8,621 | $620,280 | |
| 2 | PM |
Philip Morris International Inc.
|
3,287 | $594,651 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,280 | 8,621 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $577,676 | 8,754 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $424,954 | 7,370 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $310,019 | 4,693 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $270,636 | 4,616 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $288,516 | 4,807 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $232,219 | 4,441 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $232,385 | 4,553 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $228,433 | 5,015 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $267,826 | 6,140 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $253,899 | 6,294 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $373,866 | 8,891 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $470,712 | 10,391 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $432,992 | 9,704 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $362,160 | 7,923 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $314,439 | 7,787 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,454 | 7,217 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $429,233 | 8,215 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $346,231 | 7,306 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $330,930 | 7,270 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $336,620 | 7,060 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $358,529 | 7,008 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $281,711 | 6,871 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $260,201 | 6,734 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $259,050 | 6,600 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $252,089 | 6,519 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||