Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$232,326
+$6,971 QoQ
Shares Held
3,229
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,083
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, 2026Brookwood Investment Group LLC holds $743,215 across 2 Tobacco names. MO ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,824 | $510,889 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,229 | $232,326 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,326 | 3,229 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $225,355 | 3,415 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $249,610 | 4,329 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $400,521 | 6,063 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||