Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,896
+$3,719 QoQ
Shares Held
624
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,384
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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $164,410 across 3 Tobacco names. MO ranks #2 (27.3% of the industry book) .
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,896 | 624 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,177 | 624 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $37,452 | 624 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,628 | 624 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||