Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$330,826
+$32,420 QoQ
Shares Held
4,598
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,794
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026HOGE FINANCIAL SERVICES, LLC holds $548,822 across 2 Tobacco names. MO ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
4,598 | $330,826 | |
| 2 | PM |
Philip Morris International Inc.
|
1,205 | $217,996 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,826 | 4,598 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $298,406 | 4,522 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $255,779 | 4,436 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $297,930 | 4,510 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $258,499 | 4,409 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $257,185 | 4,285 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $218,938 | 4,187 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $208,192 | 4,079 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||