Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$618,338
+$20,997 QoQ
Shares Held
8,594
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,365
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026Goldstone Financial Group, LLC holds $893,321 across 2 Tobacco names. MO ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
8,594 | $618,338 | |
| 2 | PM |
Philip Morris International Inc.
|
1,520 | $274,983 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,338 | 8,594 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $597,341 | 9,052 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $662,801 | 11,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $709,814 | 10,745 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $597,146 | 10,185 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $512,570 | 8,540 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $325,034 | 6,216 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||