Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$436,736
-$23,214 QoQ
Shares Held
6,070
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,587
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Putney Financial Group LLC holds $669,567 across 2 Tobacco names. MO ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
6,070 | $436,736 | |
| 2 | PM |
Philip Morris International Inc.
|
1,287 | $232,831 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,736 | 6,070 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $459,950 | 6,970 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $401,890 | 6,970 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||