Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$240,169
+$26,494 QoQ
Shares Held
3,338
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,054
of 2,535 holders
Holding Since
Dec 2021
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, 2026Security Financial Services, INC. holds $767,340 across 2 Tobacco names. MO ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,914 | $527,171 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,338 | $240,169 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,169 | 3,338 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $213,675 | 3,238 | Shares | Sole | 2026-05-27 | |
| 2021-12-31 | $83,738 | 1,767 | Shares | Sole | 2022-03-15 | |
| No filing history on record for this holder in this stock. | ||||||