Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,818,851
+$411,775 QoQ
Shares Held
66,975
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#488
of 2,535 holders
Holding Since
Mar 2024
10 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, 2026Frank, Rimerman Advisors LLC holds $11,562,714 across 3 Tobacco names. MO ranks #2 (41.7% of the industry book) .
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,818,851 | 66,975 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,407,076 | 66,784 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,508,438 | 60,847 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,557,941 | 68,997 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,955,648 | 67,468 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,511,170 | 58,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,520,737 | 67,331 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,105,630 | 60,847 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,877,307 | 85,122 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $610 | 14 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||