Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,158
+$1,103 QoQ
Shares Held
30
+87.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,511
of 2,535 holders
Holding Since
Mar 2025
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, 2026HFM Investment Advisors, LLC holds $18,258 across 2 Tobacco names. MO ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
89 | $16,100 | |
| 2 | MO |
Altria Group, Inc.
This page
|
30 | $2,158 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158 | 30 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,055 | 16 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $807 | 14 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,056 | 16 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $938 | 16 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $480 | 8 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||