Gilliland Jeter Wealth Management’s Altria Group MO Stock Holding History

Gilliland Jeter Wealth Management’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	$1.03M	Buy	14,278 +32	+0.2%	+$2.23K	0.27%	79
2026 Q1	$940K	Sell	14,246 -9	-0.1%	-$579	0.28%	76
2025 Q4	$822K	Buy	14,255 +32	+0.2%	+$1.93K	0.25%	78
2025 Q3	$940K	Sell	14,223 -190	-1%	-$12K	0.29%	68
2025 Q2	$845K	Sell	14,413 -106	-0.7%	-$6.22K	0.28%	79
2025 Q1	$871K	Buy	14,519 +37	+0.3%	+$2.02K	0.31%	76
2024 Q4	$757K	Buy	14,482 +38	+0.3%	+$2.02K	0.26%	86
2024 Q3	$737K	Buy	14,444 +38	+0.3%	+$1.92K	0.24%	86
2024 Q2	$656K	Buy	14,406 +40	+0.3%	+$1.77K	0.22%	89
2024 Q1	$627K	Buy	14,366 +40	+0.3%	+$1.66K	0.22%	99
2023 Q4	$578K	Buy	+14,326	New	+$592K	0.24%	95

Other funds holding MO

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gilliland Jeter Wealth Management's MO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Altria Group (MO) stake by 0.22% in Q2 2026, buying an estimated $2.23K and bringing the position to 14,278 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #79.

Gilliland Jeter Wealth Management first reported a position in MO in Q4 2023 and has held it in 11 quarters since. 1,555 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Gilliland Jeter Wealth Management held 14,278 shares of Altria Group worth $1.03M as of Q2 2026.
Gilliland Jeter Wealth Management bought 32 Altria Group shares in Q2 2026, an estimated $2.23K.
Altria Group made up 0.27% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #79 holding.
Gilliland Jeter Wealth Management first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
1,555 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.