Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$460,983
+$37,328 QoQ
Shares Held
6,407
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,549
of 2,535 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $978,204 across 2 Tobacco names. MO ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,859 | $517,221 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,407 | $460,983 |
All Filings in MO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,983 | 6,407 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $423,655 | 6,420 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||