Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,538,069
+$294,529 QoQ
Shares Held
49,174
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#569
of 2,535 holders
Holding Since
Mar 2026
2 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, 2026Gerald Baker Financial Group LLC holds $8,601,016 across 2 Tobacco names. MO ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
27,986 | $5,062,947 | |
| 2 | MO |
Altria Group, Inc.
This page
|
49,174 | $3,538,069 |
All Filings in MO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,538,069 | 49,174 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,243,540 | 49,152 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||