Position in MO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$639,995
+$16,720 QoQ
Shares Held
8,895
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,339
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, 2026HOWARD FINANCIAL SERVICES, LTD. holds $1,689,273 across 2 Tobacco names. MO ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,800 | $1,049,278 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,895 | $639,995 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,995 | 8,895 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $623,275 | 9,445 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $501,642 | 8,700 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $517,183 | 7,829 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $450,161 | 7,678 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $453,631 | 7,558 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $344,486 | 6,588 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $318,081 | 6,232 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $265,829 | 5,836 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $253,039 | 5,801 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $235,424 | 5,836 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $230,644 | 5,485 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $245,888 | 5,428 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $240,010 | 5,379 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $244,548 | 5,350 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $213,287 | 5,282 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $212,567 | 5,089 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $265,848 | 5,088 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $247,470 | 5,222 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $208,345 | 4,577 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $200,256 | 4,200 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $332,693 | 6,503 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $255,840 | 6,240 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $240,031 | 6,212 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $242,761 | 6,185 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $449,500 | 11,624 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||