Disciplined Equity Management, Inc.

Position in MO — Altria Group, Inc.

CIK 1909380 NEPTUNE BEACH, FL

Position in MO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,694,167

+$216,573 QoQ

Shares Held

37,445

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.74%

of 13F equity value

Holder Rank

#651

of 2,535 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Disciplined Equity Management, Inc. holds $2,694,167 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	37,445	$2,694,167

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,694,167	37,445	-0.3%	Shares	Sole	2026-07-29
2026-03-31	$2,477,594	37,545	-8.1%	Shares	Sole	2026-04-28
2025-12-31	$2,356,852	40,875	-1.0%	Shares	Sole	2026-01-14
2025-09-30	$2,727,287	41,285	-2.6%	Shares	Sole	2025-10-22
2025-06-30	$2,485,618	42,395	+8.7%	Shares	Sole	2025-07-28
2025-03-31	$2,340,479	38,995	-9.2%	Shares	Sole	2025-04-14
2024-12-31	$2,245,071	42,935	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$2,184,767	42,805	-2.4%	Shares	Sole	2024-10-11
2024-06-30	$1,998,506	43,875	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$1,905,539	43,685	+5.5%	Shares	Sole	2024-05-03
2023-12-31	$1,671,084	41,425	+1.9%	Shares	Sole	2024-02-02
2023-09-30	$1,709,542	40,655	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,841,671	40,655	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$1,822,057	40,835	+0.1%	Shares	Sole	2023-04-28
2022-12-31	$1,865,196	40,805	+6.8%	Shares	Sole	2023-01-13
2022-09-30	$1,543,121	38,215	+4.6%	Shares	Sole	2022-10-14
2022-06-30	$1,526,484	36,545	+2.2%	Shares	Sole	2022-08-05
2022-03-31	$1,868,982	35,770	-1.0%	Shares	Sole	2022-04-27
2021-12-31	$1,712,674	36,140	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.