Position in MO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$699,210
+$121,336 QoQ
Shares Held
9,718
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,286
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026MONARCH CAPITAL MANAGEMENT INC holds $2,546,843 across 2 Tobacco names. MO ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
10,213 | $1,847,633 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,718 | $699,210 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,210 | 9,718 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $577,874 | 8,757 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $542,407 | 9,407 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $621,426 | 9,407 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $551,532 | 9,407 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $611,423 | 10,187 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $532,678 | 10,187 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $519,944 | 10,187 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $464,017 | 10,187 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $449,678 | 10,309 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $423,610 | 10,501 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $466,797 | 11,101 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $502,875 | 11,101 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $495,326 | 11,101 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $507,426 | 11,101 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $448,258 | 11,101 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $485,492 | 11,623 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $607,301 | 11,623 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $547,970 | 11,563 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $526,347 | 11,563 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $551,323 | 11,563 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $591,563 | 11,563 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $634,311 | 15,471 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $615,689 | 15,934 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $666,975 | 16,993 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $678,233 | 17,539 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||