Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$800,659
-$35,038 QoQ
Shares Held
11,128
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,187
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026BIRCH FINANCIAL GROUP, LLC holds $2,901,205 across 2 Tobacco names. MO ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
11,611 | $2,100,546 | |
| 2 | MO |
Altria Group, Inc.
This page
|
11,128 | $800,659 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,659 | 11,128 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $835,697 | 12,664 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $631,261 | 10,948 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||