JSAM
MO icon

J. Safra Asset Management’s Altria Group MO Stock Holding History

J. Safra Asset 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
2025
Q4 		– Sell
-190
Closed -$12.6K – 651
2025
Q3 		$12.6K Buy
+190
New +$12K ﹤0.01% 258
2016
Q4 		– Sell
-482
Closed -$30K – 95
2016
Q3 		$30K Sell
482
-3,504
-88% -$233K 0.05% 101
2016
Q2 		$275K Sell
3,986
-5,549
-58% -$355K 0.45% 26
2016
Q1 		$597K Buy
+9,535
New +$577K 0.49% 45

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J. Safra Asset Management's MO Position: Q4 2025 in Review

J. Safra Asset Management sold out of Altria Group (MO) in Q4 2025, closing a stake of 190 shares — an estimated $12.6K sold.

J. Safra Asset Management first reported a position in MO in Q1 2016 and held it in 4 quarters. The position peaked at $597K in Q1 2016. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • J. Safra Asset Management reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 190 Altria Group shares in Q4 2025, an estimated $12.6K.
  • J. Safra Asset Management first reported a position in Altria Group in Q1 2016 and held it in 4 quarters.
  • J. Safra Asset Management's Altria Group position peaked at $597K in Q1 2016.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.