CJ
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Caitlin John’s Altria Group MO Stock Holding History

Caitlin John’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.7K Hold
1,150
– – 0.05% 287
2026
Q1 		$75.9K Hold
1,150
– – 0.05% 249
2025
Q4 		$66.3K Buy
1,150
+500
+77% +$30.2K 0.04% 273
2025
Q3 		$42.9K Buy
+650
New +$41.2K 0.03% 286
2025
Q2 		– Sell
-10,994
Closed -$660K – 156
2025
Q1 		$660K Buy
10,994
+7,059
+179% +$385K 0.65% 45
2024
Q4 		$206K Sell
3,935
-200
-5% -$10.7K 0.14% 129
2024
Q3 		$228K Buy
4,135
+526
+15% +$26.6K 0.14% 128
2024
Q2 		$164K Buy
3,609
+2,658
+279% +$118K 0.12% 129
2024
Q1 		$41.5K Buy
951
+505
+113% +$20.9K 0.03% 260
2023
Q4 		$18.4K Buy
+446
New +$18.4K 0.02% 350

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caitlin John's MO Position: Q2 2026 in Review

Caitlin John held its Altria Group (MO) position steady in Q2 2026 at 1,150 shares worth $82.7K. The position accounts for 0.05% of the portfolio, ranked #287.

Caitlin John first reported a position in MO in Q4 2023 and has held it in 10 quarters since. The position peaked at $660K in Q1 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Caitlin John held 1,150 shares of Altria Group worth $82.7K as of Q2 2026.
  • Caitlin John left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.05% of Caitlin John's portfolio in Q2 2026, its #287 holding.
  • Caitlin John first reported a position in Altria Group in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's Altria Group position peaked at $660K in Q1 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.