Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,263,180
+$1,694,587 QoQ
Shares Held
59,252
+52.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#525
of 2,535 holders
Holding Since
Jun 2025
4 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $4,263,180 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
|
59,252 | $4,263,180 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,263,180 | 59,252 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,568,593 | 38,924 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,954,039 | 33,889 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $971,146 | 16,564 | Shares | Other | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||