Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,403,340
+$313,346 QoQ
Shares Held
61,200
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#512
of 2,535 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $11,031,158 across 2 Tobacco names. MO ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
36,636 | $6,627,818 | |
| 2 | MO |
Altria Group, Inc.
This page
|
61,200 | $4,403,340 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,403,340 | 61,200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,089,994 | 61,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,672,942 | 63,700 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,329,704 | 65,542 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,913,200 | 66,744 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,274,924 | 71,225 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,677,817 | 70,335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,633,537 | 71,190 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,963,264 | 108,963 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,816,869 | 110,428 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,361,641 | 108,122 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||