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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caitlin John's MO Position: Q1 2026 in Review

Caitlin John held its Altria Group (MO) position steady in Q1 2026 at 1,150 shares worth $75.9K. The position accounts for 0.05% of the portfolio, ranked #249.

Caitlin John first reported a position in MO in Q4 2023 and has held it in 9 quarters since. The position peaked at $660K in Q1 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Caitlin John held 1,150 shares of Altria Group worth $75.9K as of Q1 2026.
  • Caitlin John left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.05% of Caitlin John's portfolio in Q1 2026, its #249 holding.
  • Caitlin John first reported a position in Altria Group in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Altria Group position peaked at $660K in Q1 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.