Catherine Avery Investment Management LLC
Position in MO — Altria Group, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$71,950
+$5,960 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,341
of 2,535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $142,143 across 2 Tobacco names. MO ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
1,000 | $71,950 | |
| 2 | PM |
Philip Morris International Inc.
|
388 | $70,193 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,950 | 1,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $65,990 | 1,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,802 | 170 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $11,230 | 170 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $11,139 | 190 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $11,403 | 190 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $9,935 | 190 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||