Position in MO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$352,555
+$29,204 QoQ
Shares Held
4,900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,750
of 2,535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Yoffe Investment Management, LLC holds $1,239,014 across 2 Tobacco names. MO ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,900 | $886,459 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,900 | $352,555 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,555 | 4,900 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $323,351 | 4,900 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $282,534 | 4,900 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $323,694 | 4,900 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $287,287 | 4,900 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $294,098 | 4,900 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $256,221 | 4,900 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||