Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$275,136
-$136,245 QoQ
Shares Held
3,824
-38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,942
of 2,535 holders
Holding Since
Sep 2025
4 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, 2026Copley Financial Group, Inc. holds $275,136 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
|
3,824 | $275,136 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,136 | 3,824 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $411,381 | 6,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $386,149 | 6,697 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $448,018 | 6,782 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||