Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$402,271
+$34,839 QoQ
Shares Held
5,591
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,646
of 2,535 holders
Holding Since
Dec 2023
11 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $863,047 across 2 Tobacco names. MO ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,547 | $460,776 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,591 | $402,271 |
All Filings in MO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,271 | 5,591 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $367,432 | 5,568 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $308,826 | 5,356 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $310,217 | 4,696 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $271,163 | 4,625 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $282,094 | 4,700 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $245,763 | 4,700 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $246,778 | 4,835 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $220,234 | 4,835 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $226,125 | 5,184 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $194,237 | 4,815 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||