Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$452,421
+$37,476 QoQ
Shares Held
6,288
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,564
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, 2026Taylor Financial Group, Inc. holds $452,421 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
|
6,288 | $452,421 |
All Filings in MO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,421 | 6,288 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $414,945 | 6,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $362,566 | 6,288 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $415,385 | 6,288 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $368,665 | 6,288 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $416,418 | 6,938 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $388,200 | 7,424 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $366,160 | 7,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $326,775 | 7,174 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $312,929 | 7,174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $294,038 | 7,289 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||