Position in MO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$468,394
+$46,652 QoQ
Shares Held
6,510
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,544
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $784,805 across 2 Tobacco names. MO ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
6,510 | $468,394 | |
| 2 | PM |
Philip Morris International Inc.
|
1,749 | $316,411 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,394 | 6,510 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $421,742 | 6,391 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $382,055 | 6,626 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $420,471 | 6,365 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $374,528 | 6,388 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $370,503 | 6,173 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $344,800 | 6,594 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $347,276 | 6,804 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $288,741 | 6,339 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||