Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$290,749
+$18,211 QoQ
Shares Held
4,041
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,899
of 2,535 holders
Holding Since
Dec 2021
10 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, 2026Sage Investment Advisers LLC holds $290,749 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
|
4,041 | $290,749 |
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,749 | 4,041 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $272,538 | 4,130 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $225,738 | 3,915 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $264,846 | 5,189 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $251,253 | 5,516 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $239,604 | 5,493 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $224,653 | 5,569 | Shares | Sole | 2024-02-06 | |
| 2022-06-30 | $250,578 | 5,999 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $233,662 | 4,472 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $348,126 | 7,346 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||