Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$363,563
+$84,228 QoQ
Shares Held
5,053
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,720
of 2,535 holders
Holding Since
Jun 2025
5 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, 2026UPTICK PARTNERS, LLC holds $363,563 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
5,053 | $363,563 |
All Filings in MO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,563 | 5,053 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $279,335 | 4,233 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $241,249 | 4,184 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $269,062 | 4,073 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $246,186 | 4,199 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||