Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$448,032
+$27,148 QoQ
Shares Held
6,227
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,572
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026PERRYMAN FINANCIAL ADVISORY INC /AD holds $1,361,627 across 2 Tobacco names. MO ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,050 | $913,595 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,227 | $448,032 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,032 | 6,227 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $420,884 | 6,378 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $372,252 | 6,456 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||