Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$52,667
+$4,363 QoQ
Shares Held
732
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,368
of 2,535 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Ulland Investment Advisors, LLC holds $290,020 across 2 Tobacco names. MO ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,312 | $237,353 | |
| 2 | MO |
Altria Group, Inc.
This page
|
732 | $52,667 |
All Filings in MO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,667 | 732 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $48,304 | 732 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $42,783 | 742 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $49,016 | 742 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,503 | 742 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $44,534 | 742 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $38,799 | 742 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $37,871 | 742 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $33,798 | 742 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $32,366 | 742 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29,932 | 742 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $38,349 | 912 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $41,313 | 912 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $40,693 | 912 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $41,687 | 912 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $19,866 | 492 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $20,550 | 492 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $29,103 | 557 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $23,315 | 492 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||