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Glass Jacobson Investment Advisors’s Altria Group MO Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-1,828
Closed -$95.6K – 730
2025
Q1 		$95.6K Hold
1,828
– – 0.03% 304
2024
Q4 		$95.6K Buy
1,828
+5
+0.3% +$266 0.03% 304
2024
Q3 		$93.1K Sell
1,823
-178
-9% -$9K 0.03% 289
2024
Q2 		$91.2K Buy
2,001
+188
+10% +$8.34K 0.03% 281
2024
Q1 		$79.1K Sell
1,813
-94
-5% -$3.9K 0.03% 299
2023
Q4 		$76.9K Sell
1,907
-39
-2% -$1.61K 0.03% 292
2023
Q3 		$81.8K Sell
1,946
-553
-22% -$24.4K 0.04% 278
2023
Q2 		$113K Buy
+2,499
New +$113K 0.05% 245
2022
Q4 		$169K Buy
+3,698
New +$168K 0.08% 207

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glass Jacobson Investment Advisors's MO Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Altria Group (MO) in Q2 2025, closing a stake of 1,828 shares — an estimated $95.6K sold.

Glass Jacobson Investment Advisors first reported a position in MO in Q4 2022 and held it in 9 quarters. The position peaked at $169K in Q4 2022. 2,264 funds tracked by Wall St. Rank hold MO as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Altria Group position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,828 Altria Group shares in Q2 2025, an estimated $95.6K.
  • Glass Jacobson Investment Advisors first reported a position in Altria Group in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Altria Group position peaked at $169K in Q4 2022.
  • 2,264 funds tracked by Wall St. Rank held Altria Group as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.