Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$370,974
+$38,517 QoQ
Shares Held
5,156
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,705
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, 2026Berman McAleer LLC holds $909,904 across 2 Tobacco names. MO ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,979 | $538,930 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,156 | $370,974 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,974 | 5,156 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $332,457 | 5,038 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $300,120 | 5,205 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $342,388 | 5,183 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||