Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$893,762
+$74,035 QoQ
Shares Held
12,422
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,129
of 2,535 holders
Holding Since
Jun 2025
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, 2026Lewis Asset Management, LLC holds $2,054,118 across 2 Tobacco names. MO ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,414 | $1,160,356 | |
| 2 | MO |
Altria Group, Inc.
This page
|
12,422 | $893,762 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,762 | 12,422 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $819,727 | 12,422 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $716,252 | 12,422 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $856,930 | 12,972 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $760,548 | 12,972 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||