JGC
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J. Goldman & Co’s Altria Group MO Stock Holding History

J. Goldman & Co’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 		– Sell
-9,500
Closed -$627K – 844
2026
Q1 		$627K Buy
+9,500
New +$611K 0.02% 481
2025
Q3 		– Sell
-25,876
Closed -$1.52M – 550
2025
Q2 		$1.52M Buy
+25,876
New +$1.52M 0.04% 306
2024
Q4 		– Sell
-4,483
Closed -$229K – 569
2024
Q3 		$229K Buy
+4,483
New +$227K 0.01% 413

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

J. Goldman & Co's MO Position: Q2 2026 in Review

J. Goldman & Co sold out of Altria Group (MO) in Q2 2026, closing a stake of 9,500 shares — an estimated $627K sold.

J. Goldman & Co first reported a position in MO in Q3 2024 and held it in 3 quarters. The position peaked at $1.52M in Q2 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • J. Goldman & Co reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • J. Goldman & Co sold 9,500 Altria Group shares in Q2 2026, an estimated $627K.
  • J. Goldman & Co first reported a position in Altria Group in Q3 2024 and held it in 3 quarters.
  • J. Goldman & Co's Altria Group position peaked at $1.52M in Q2 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.