Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,638,870
+$6,657,848 QoQ
Shares Held
564,821
+9.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#153
of 2,535 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CSM Advisors, LLC holds $40,928,326 across 2 Tobacco names. MO ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
564,821 | $40,638,870 | |
| 2 | PM |
Philip Morris International Inc.
|
1,600 | $289,456 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,638,870 | 564,821 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,981,022 | 514,942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,183,620 | 558,162 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,002,006 | 514,714 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,700,922 | 455,414 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||