Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,362,229
+$214,267 QoQ
Shares Held
18,933
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#910
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $23,132,033 across 2 Tobacco names. MO ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
120,335 | $21,769,804 | |
| 2 | MO |
Altria Group, Inc.
This page
|
18,933 | $1,362,229 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,229 | 18,933 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,147,962 | 17,396 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,137,516 | 19,728 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,301,183 | 19,697 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,154,659 | 19,694 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,225,128 | 20,412 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,067,343 | 20,412 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,041,828 | 20,412 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $935,004 | 20,527 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $905,856 | 20,767 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $845,405 | 20,957 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $882,209 | 20,980 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $950,394 | 20,980 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $896,817 | 20,099 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $964,435 | 21,099 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $828,597 | 20,520 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $928,129 | 22,220 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,166,220 | 22,320 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,057,744 | 22,320 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,016,006 | 22,320 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,064,217 | 22,320 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,141,891 | 22,320 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $931,397 | 22,717 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $959,315 | 24,827 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,016,182 | 25,890 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,025,721 | 26,525 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||