J2 Capital Management’s Altria Group MO Stock Holding History

J2 Capital 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	$506K	Sell	7,032 -704	-9%	-$49.1K	0.34%	75
2026 Q1	$510K	Buy	7,736 +261	+3%	+$16.8K	0.35%	78
2025 Q4	$431K	Buy	7,475 +304	+4%	+$18.4K	0.31%	90
2025 Q3	$474K	Sell	7,171 -277	-4%	-$17.5K	0.36%	77
2025 Q2	$437K	Buy	7,448 +2,218	+42%	+$130K	0.35%	72
2025 Q1	$314K	Buy	+5,230	New	+$286K	0.29%	77
2022 Q3	–	Sell	-5,690	Closed	-$238K	–	88
2022 Q2	$238K	Sell	5,690 -1,151	-17%	-$59.6K	0.36%	70
2022 Q1	$357K	Buy	6,841 +231	+3%	+$11.8K	0.39%	53
2021 Q4	$313K	Buy	+6,610	New	+$303K	0.3%	70

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

J2 Capital Management's MO Position: Q2 2026 in Review

J2 Capital Management reduced its Altria Group (MO) stake by 9.1% in Q2 2026, selling an estimated $49.1K and leaving 7,032 shares worth $506K. The position accounts for 0.34% of the portfolio, ranked #75.

J2 Capital Management first reported a position in MO in Q4 2021 and has held it in 9 quarters since. The position peaked at $510K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

J2 Capital Management held 7,032 shares of Altria Group worth $506K as of Q2 2026.
J2 Capital Management sold 704 Altria Group shares in Q2 2026, an estimated $49.1K.
Altria Group made up 0.34% of J2 Capital Management's portfolio in Q2 2026, its #75 holding.
J2 Capital Management first reported a position in Altria Group in Q4 2021 and has held it in 9 quarters since.
J2 Capital Management's Altria Group position peaked at $510K in Q1 2026.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.