Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$551,568
+$40,740 QoQ
Shares Held
7,666
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,437
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026Everhart Financial Group, Inc. holds $3,354,587 across 2 Tobacco names. MO ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
15,494 | $2,803,019 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,666 | $551,568 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,568 | 7,666 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $510,828 | 7,741 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $311,075 | 5,395 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $374,031 | 5,662 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $236,747 | 4,038 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $218,172 | 3,635 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||