Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$56,552
+$4,684 QoQ
Shares Held
786
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,364
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, 2026CHAPMAN FINANCIAL GROUP, LLC holds $57,169 across 2 Tobacco names. MO ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
786 | $56,552 | |
| 2 | BTI |
British American Tobacco p.l.c.
|
10 | $617 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,552 | 786 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $51,868 | 786 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $45,320 | 786 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $51,923 | 786 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,083 | 786 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $41,099 | 786 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||