Position in MO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,359,311
+$742,187 QoQ
Shares Held
81,214
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Strategic Planning, Inc. holds $5,359,311 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
|
81,214 | $5,359,311 |
All Filings in MO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,359,311 | 81,214 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,617,124 | 80,075 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,279,449 | 79,919 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,690,106 | 79,995 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $4,818,345 | 80,279 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||