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DHJJ Financial Advisors’s Altria Group MO Stock Holding History

DHJJ Financial Advisors’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 		$47K Buy
712
+333
+88% +$21.4K 0.02% 411
2025
Q4 		$21.9K Buy
379
+4
+1% +$242 0.01% 489
2025
Q3 		$24.8K Buy
375
+5
+1% +$317 0.01% 463
2025
Q2 		$21.7K Buy
370
+4
+1% +$235 0.01% 461
2025
Q1 		$22K Buy
366
+5
+1% +$273 0.01% 416
2024
Q4 		$18.9K Hold
361
– – 0.01% 425
2024
Q3 		$18.4K Hold
361
– – 0.01% 420
2024
Q2 		$16.4K Hold
361
– – 0.01% 397
2024
Q1 		$15.7K Hold
361
– – 0.01% 390
2023
Q4 		$14.6K Hold
361
– – 0.01% 393
2023
Q3 		$15.2K Buy
+361
New +$15.9K 0.01% 386

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

DHJJ Financial Advisors's MO Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Altria Group (MO) stake by 88% in Q1 2026, buying an estimated $21.4K and bringing the position to 712 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #411.

DHJJ Financial Advisors first reported a position in MO in Q3 2023 and has held it in 11 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • DHJJ Financial Advisors held 712 shares of Altria Group worth $47K as of Q1 2026.
  • DHJJ Financial Advisors bought 333 Altria Group shares in Q1 2026, an estimated $21.4K.
  • Altria Group made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #411 holding.
  • DHJJ Financial Advisors first reported a position in Altria Group in Q3 2023 and has held it in 11 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.