Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$740,509
+$92,224 QoQ
Shares Held
10,292
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,243
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026SageGuard Financial Group, LLC holds $1,493,818 across 2 Tobacco names. MO ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,164 | $753,309 | |
| 2 | MO |
Altria Group, Inc.
This page
|
10,292 | $740,509 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,509 | 10,292 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $648,285 | 9,824 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $714,695 | 12,395 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||