Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,479,867
+$89,062 QoQ
Shares Held
20,568
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#868
of 2,535 holders
Holding Since
Mar 2023
11 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, 2026INCEPTIONR LLC holds $2,265,920 across 2 Tobacco names. MO ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
20,568 | $1,479,867 | |
| 2 | PM |
Philip Morris International Inc.
|
4,345 | $786,053 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,867 | 20,568 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,390,805 | 21,076 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,528,970 | 26,517 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $961,503 | 14,555 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,600,423 | 27,297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $276,392 | 4,605 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,714,013 | 32,779 | Shares | Sole | 2025-02-06 | |
| 2023-12-31 | $424,417 | 10,521 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,021,310 | 24,288 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $801,538 | 17,694 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,438,770 | 32,245 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||