Position in MO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$878,797
+$78,801 QoQ
Shares Held
12,214
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,135
of 2,535 holders
Holding Since
Dec 2024
4 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, 2026Stonebridge Financial Group, LLC holds $2,893,048 across 2 Tobacco names. MO ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
11,134 | $2,014,251 | |
| 2 | MO |
Altria Group, Inc.
This page
|
12,214 | $878,797 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,797 | 12,214 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $799,996 | 12,123 | Shares | Sole | 2026-04-08 | |
| 2025-03-31 | $129,943 | 2,165 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $112,318 | 2,148 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||