Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,230
-$665,324 QoQ
Shares Held
31
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,510
of 2,535 holders
Holding Since
Jun 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 Jun 30, 2026Swisher Financial Concepts, Inc. holds $5,848 across 2 Tobacco names. MO ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
20 | $3,618 | |
| 2 | MO |
Altria Group, Inc.
This page
|
31 | $2,230 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,230 | 31 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $667,554 | 10,116 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $578,041 | 10,025 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $662,251 | 10,025 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $587,765 | 10,025 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||