Position in MO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$877,933
+$235,389 QoQ
Shares Held
12,202
+25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,136
of 2,535 holders
Holding Since
Dec 2020
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, 2026Safeguard Investment Advisory Group, LLC holds $1,130,845 across 2 Tobacco names. MO ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
12,202 | $877,933 | |
| 2 | PM |
Philip Morris International Inc.
|
1,398 | $252,912 |
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,933 | 12,202 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $642,544 | 9,737 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $575,619 | 9,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $610,064 | 9,235 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $458,486 | 7,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $452,550 | 7,540 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $389,665 | 7,452 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $381,013 | 7,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $316,572 | 6,950 | Shares | Sole | 2024-08-09 | |
| 2020-12-31 | $16,564 | 404 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||