Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$205,057
+$16,986 QoQ
Shares Held
2,850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.35%
of 13F equity value
Holder Rank
#2,190
of 2,535 holders
Holding Since
Dec 2024
6 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, 2026Financially Speaking Inc holds $220,434 across 2 Tobacco names. MO ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
2,850 | $205,057 | |
| 2 | PM |
Philip Morris International Inc.
|
85 | $15,377 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,057 | 2,850 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $188,071 | 2,850 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $164,331 | 2,850 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $188,271 | 2,850 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $167,095 | 2,850 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $149,026 | 2,850 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||