Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$597,904
+$50,451 QoQ
Shares Held
8,310
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,385
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026Orion Investment Co holds $927,341 across 2 Tobacco names. MO ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
8,310 | $597,904 | |
| 2 | PM |
Philip Morris International Inc.
|
1,821 | $329,437 |
All Filings in MO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,904 | 8,310 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $547,453 | 8,296 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $478,347 | 8,296 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $548,033 | 8,296 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $486,394 | 8,296 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $497,925 | 8,296 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $433,797 | 8,296 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $372,643 | 7,301 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $332,560 | 7,301 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||