Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$223,620
+$18,590 QoQ
Shares Held
3,108
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,113
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026James J. Burns & Company, LLC holds $1,482,572 across 2 Tobacco names. MO ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,959 | $1,258,952 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,108 | $223,620 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,620 | 3,108 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $205,030 | 3,107 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $605,891 | 10,508 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,182,870 | 17,906 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,049,828 | 17,906 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,074,718 | 17,906 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $936,304 | 17,906 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||