Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,323,088
+$102,471 QoQ
Shares Held
18,389
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#927
of 2,535 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $1,767,764 across 2 Tobacco names. MO ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
18,389 | $1,323,088 | |
| 2 | PM |
Philip Morris International Inc.
|
2,458 | $444,676 |
All Filings in MO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,088 | 18,389 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,220,617 | 18,497 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,065,902 | 18,486 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,218,410 | 18,444 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,079,202 | 18,407 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,128,916 | 18,809 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $986,764 | 18,871 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $948,833 | 18,590 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,521,597 | 33,405 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $1,473,788 | 33,787 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $1,428,842 | 35,420 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,624,433 | 38,631 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,768,466 | 39,039 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||