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J. M. Brown & Associates’s Altria Group MO Stock Holding History

J. M. Brown & Associates’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 		$740K Buy
+10,278
New +$717K 0.42% 73

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. M. Brown & Associates's MO Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Altria Group (MO) in Q2 2026: 10,278 shares worth $740K. The stake represents 0.42% of the portfolio and ranks #73 among its holdings.

2,462 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • J. M. Brown & Associates held 10,278 shares of Altria Group worth $740K as of Q2 2026.
  • Altria Group was a new J. M. Brown & Associates position in Q2 2026.
  • Altria Group made up 0.42% of J. M. Brown & Associates's portfolio in Q2 2026, its #73 holding.
  • 2,462 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.