Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,014,998
+$225,164 QoQ
Shares Held
14,107
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#1,046
of 2,535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Miller Financial Services LLC holds $1,561,346 across 2 Tobacco names. MO ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
14,107 | $1,014,998 | |
| 2 | PM |
Philip Morris International Inc.
|
3,020 | $546,348 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,998 | 14,107 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $789,834 | 11,969 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $669,547 | 11,612 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $768,079 | 11,627 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $691,834 | 11,800 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $717,539 | 11,955 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $620,630 | 11,869 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||