Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$51,516
+$4,532 QoQ
Shares Held
716
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,371
of 2,535 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $121,889 across 2 Tobacco names. MO ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
389 | $70,373 | |
| 2 | MO |
Altria Group, Inc.
This page
|
716 | $51,516 |
All Filings in MO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,516 | 716 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $46,984 | 712 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $21,853 | 379 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,772 | 375 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $21,693 | 370 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $21,967 | 366 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $18,876 | 361 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,425 | 361 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $16,443 | 361 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,746 | 361 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $14,562 | 361 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $15,180 | 361 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||