Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$298,016
+$27,523 QoQ
Shares Held
4,142
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,873
of 2,535 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SWEENEY & MICHEL, LLC holds $862,817 across 2 Tobacco names. MO ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,122 | $564,801 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,142 | $298,016 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,016 | 4,142 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $270,493 | 4,099 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $236,348 | 4,099 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $267,873 | 4,055 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $235,106 | 4,010 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $265,948 | 4,431 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $219,420 | 4,299 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||