Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$212,396
-$2,715 QoQ
Shares Held
2,952
-17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,160
of 2,535 holders
Holding Since
Jun 2023
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, 2026LEGACY FINANCIAL GROUP, INC. holds $638,981 across 2 Tobacco names. MO ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,358 | $426,585 | |
| 2 | MO |
Altria Group, Inc.
This page
|
2,952 | $212,396 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,396 | 2,952 | Shares | Sole | 2026-07-30 | |
| 2025-03-31 | $215,111 | 3,584 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $187,980 | 3,683 | Shares | Sole | 2024-11-13 | |
| 2023-09-30 | $211,763 | 5,036 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $228,674 | 5,048 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||