Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$458,681
-$224,051 QoQ
Shares Held
6,375
-38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,553
of 2,535 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Secure Asset Management, LLC holds $2,992,868 across 2 Tobacco names. MO ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
14,008 | $2,534,187 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,375 | $458,681 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,681 | 6,375 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $682,732 | 10,346 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $596,550 | 10,346 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $749,186 | 11,341 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $690,837 | 11,783 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $601,160 | 10,016 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $575,817 | 11,012 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $496,108 | 9,720 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $376,197 | 8,259 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||