Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$256,213
+$20,167 QoQ
Shares Held
3,561
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,993
of 2,535 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Shum Financial Group, Inc. holds $1,198,392 across 2 Tobacco names. MO ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,208 | $942,179 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,561 | $256,213 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,213 | 3,561 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $236,046 | 3,577 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $206,249 | 3,577 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $253,868 | 3,843 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $324,047 | 5,399 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $288,483 | 5,517 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $320,582 | 6,281 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||