Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,341,507
+$117,261 QoQ
Shares Held
18,645
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#919
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026Allegheny Financial Group holds $3,844,758 across 2 Tobacco names. MO ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
13,837 | $2,503,251 | |
| 2 | MO |
Altria Group, Inc.
This page
|
18,645 | $1,341,507 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,507 | 18,645 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,224,246 | 18,552 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,054,774 | 18,293 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,296,229 | 19,622 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,104,413 | 18,837 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $978,386 | 16,301 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $844,117 | 16,143 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $816,231 | 15,992 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $750,800 | 16,483 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $706,818 | 16,204 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $648,102 | 16,066 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $675,785 | 16,071 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $688,288 | 15,194 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $701,783 | 15,728 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $729,120 | 15,951 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $641,638 | 15,890 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $685,738 | 16,417 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $855,071 | 16,365 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $807,620 | 17,042 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $775,842 | 17,044 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $809,987 | 16,988 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $867,929 | 16,965 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $696,180 | 16,980 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||