Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$648,989
+$52,110 QoQ
Shares Held
9,020
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,334
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026Symphony Financial Services, Inc. holds $648,989 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
|
9,020 | $648,989 |
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,989 | 9,020 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $596,879 | 9,045 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $519,285 | 9,006 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $591,369 | 8,952 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $542,855 | 9,259 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $556,925 | 9,279 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $456,648 | 8,733 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $501,008 | 9,816 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $428,898 | 9,416 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||