Position in MO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$413,424
+$19,398 QoQ
Shares Held
5,746
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,622
of 2,535 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Legacy Trust holds $922,142 across 2 Tobacco names. MO ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,812 | $508,718 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,746 | $413,424 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,424 | 5,746 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $394,026 | 5,971 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $363,027 | 6,296 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $385,526 | 5,836 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||