Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$543,726
+$43,390 QoQ
Shares Held
7,557
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,450
of 2,535 holders
Holding Since
Mar 2022
10 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, 2026Marshall Financial Group, LLC holds $1,595,898 across 2 Tobacco names. MO ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,816 | $1,052,172 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,557 | $543,726 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,726 | 7,557 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $500,336 | 7,582 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $437,178 | 7,582 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $500,866 | 7,582 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $444,532 | 7,582 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $458,852 | 7,645 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $404,149 | 7,729 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $399,847 | 7,834 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $359,116 | 7,884 | Shares | Sole | 2024-07-19 | |
| 2022-03-31 | $281,888 | 5,395 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||