Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$308,449
+$42,972 QoQ
Shares Held
4,287
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,851
of 2,535 holders
Holding Since
Jun 2025
5 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, 2026Lifestyle Asset Management, Inc. holds $308,449 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
4,287 | $308,449 |
All Filings in MO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,449 | 4,287 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $265,477 | 4,023 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $263,563 | 4,571 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $529,338 | 8,013 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $254,571 | 4,342 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||