Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$247,220
+$28,398 QoQ
Shares Held
3,436
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,021
of 2,535 holders
Holding Since
Jun 2025
4 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, 2026Jacobsen Capital Management holds $733,686 across 2 Tobacco names. MO ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,689 | $486,466 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,436 | $247,220 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,220 | 3,436 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $218,822 | 3,316 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $236,957 | 3,587 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $201,394 | 3,435 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||