Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$505,880
+$25,803 QoQ
Shares Held
7,031
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,497
of 2,535 holders
Holding Since
Mar 2022
10 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, 2026MONEY CONCEPTS CAPITAL CORP holds $768,923 across 2 Tobacco names. MO ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
7,031 | $505,880 | |
| 2 | PM |
Philip Morris International Inc.
|
1,454 | $263,043 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,880 | 7,031 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $480,077 | 7,275 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $338,579 | 5,872 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $371,917 | 5,630 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $531,715 | 9,069 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $587,895 | 9,795 | Shares | Sole | 2025-04-24 | |
| 2022-12-31 | $906,200 | 19,825 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,023 | 1,957 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $78,694 | 1,884 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $827,378 | 15,835 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||