Position in MO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$916,205
+$691,966 QoQ
Shares Held
13,884
+257.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Claris Financial LLC holds $1,521,514 across 2 Tobacco names. MO ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
13,884 | $916,205 | |
| 2 | PM |
Philip Morris International Inc.
|
3,661 | $605,309 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $916,205 | 13,884 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $224,239 | 3,889 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $255,982 | 3,875 | Shares | Sole | 2026-04-07 | |
| 2025-03-31 | $267,028 | 4,449 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $232,637 | 4,449 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||