Position in MO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,680,633
+$242,247 QoQ
Shares Held
25,468
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $4,817,367 across 6 Tobacco names. MO ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
18,444 | $3,049,530 | |
| 2 | MO |
Altria Group, Inc.
This page
|
25,468 | $1,680,633 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
1,439 | $84,138 | |
| 4 | TPB |
Turning Point Brands, Inc.
|
26 | $2,256 | |
| 5 | UVV |
Universal Corp /Va/
|
15 | $790 | |
| 6 | ISPR |
Ispire Technology Inc.
|
11 | $20 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,680,633 | 25,468 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,438,386 | 24,946 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,732,093 | 26,220 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,508,139 | 25,723 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,378,179 | 22,962 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,206,382 | 23,071 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,168,050 | 22,885 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,045,509 | 22,953 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $959,640 | 22,000 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $892,199 | 22,117 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||