Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$222,325
+$18,416 QoQ
Shares Held
3,090
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,119
of 2,535 holders
Holding Since
Mar 2026
2 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, 2026Financial Strategies Group, Inc. holds $638,779 across 2 Tobacco names. MO ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,302 | $416,454 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,090 | $222,325 |
All Filings in MO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,325 | 3,090 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $203,909 | 3,090 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||