Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$42,666
+$3,930 QoQ
Shares Held
593
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,388
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $61,661 across 2 Tobacco names. MO ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
593 | $42,666 | |
| 2 | PM |
Philip Morris International Inc.
|
105 | $18,995 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,666 | 593 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,736 | 587 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $31,021 | 538 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $41,948 | 635 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $36,291 | 619 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $36,732 | 612 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,223 | 425 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,283 | 417 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,584 | 408 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,448 | 400 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $16,136 | 400 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,820 | 400 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $18,120 | 400 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $17,848 | 400 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $18,284 | 400 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $16,152 | 400 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $16,708 | 400 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $20,900 | 400 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $18,956 | 400 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $18,208 | 400 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $19,072 | 400 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $20,464 | 400 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $16,400 | 400 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||