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Jackson Grant Investment Advisers’s Altria Group MO Stock Holding History

Jackson Grant Investment Advisers’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 		$283K Buy
3,930
+47
+1% +$3.28K 0.09% 99
2026
Q1 		$256K Buy
3,883
+46
+1% +$2.96K 0.09% 101
2025
Q4 		$221K Buy
3,837
+38
+1% +$2.29K 0.07% 108
2025
Q3 		$251K Buy
3,799
+1,141
+43% +$72.3K 0.08% 101
2025
Q2 		$156K Buy
2,658
+40
+2% +$2.35K 0.06% 120
2025
Q1 		$157K Buy
2,618
+45
+2% +$2.46K 0.06% 121
2024
Q4 		$135K Buy
2,573
+45
+2% +$2.4K 0.05% 128
2024
Q3 		$129K Buy
2,528
+46
+2% +$2.33K 0.05% 135
2024
Q2 		$113K Buy
2,482
+47
+2% +$2.08K 0.05% 138
2024
Q1 		$106K Sell
2,435
-1,189
-33% -$49.3K 0.04% 138
2023
Q4 		$146K Sell
3,624
-29
-0.8% -$1.2K 0.06% 119
2023
Q3 		$154K Sell
3,653
-58
-2% -$2.56K 0.07% 108
2023
Q2 		$168K Buy
3,711
+239
+7% +$10.8K 0.08% 110
2023
Q1 		$155K Buy
3,472
+211
+6% +$9.7K 0.07% 121
2022
Q4 		$149K Sell
3,261
-570
-15% -$25.8K 0.07% 116
2022
Q3 		$155K Sell
3,831
-37
-1% -$1.61K 0.08% 106
2022
Q2 		$162K Buy
3,868
+38
+1% +$1.97K 0.08% 109
2022
Q1 		$200K Buy
3,830
+5
+0.1% +$255 0.08% 107
2021
Q4 		$181K Sell
3,825
-388
-9% -$17.8K 0.09% 94
2021
Q3 		$192K Buy
4,213
+41
+1% +$1.98K 0.09% 107
2021
Q2 		$199K Buy
4,172
+39
+0.9% +$1.92K 0.09% 107
2021
Q1 		$211K Buy
4,133
+94
+2% +$4.21K 0.1% 101
2020
Q4 		$166K Buy
4,039
+45
+1% +$1.81K 0.08% 102
2020
Q3 		$154K Buy
3,994
+43
+1% +$1.79K 0.09% 94
2020
Q2 		$155K Sell
3,951
-2,283
-37% -$89.1K 0.1% 86
2020
Q1 		$241K Sell
6,234
-842
-12% -$37.4K 0.18% 66
2019
Q4 		$353K Sell
7,076
-253
-3% -$11.9K 0.19% 63
2019
Q3 		$300K Sell
7,329
-1,923
-21% -$88.5K 0.17% 69
2019
Q2 		$438K Buy
9,252
+77
+0.8% +$4.03K 0.26% 52
2019
Q1 		$527K Buy
9,175
+495
+6% +$25.3K 0.32% 48
2018
Q4 		$429K Buy
8,680
+816
+10% +$47.3K 0.3% 47
2018
Q3 		$474K Buy
7,864
+57
+0.7% +$3.38K 0.3% 48
2018
Q2 		$443K Buy
7,807
+52
+0.7% +$3K 0.3% 48
2018
Q1 		$483K Buy
7,755
+44
+0.6% +$2.91K 0.34% 43
2017
Q4 		$551K Sell
7,711
-2,478
-24% -$166K 0.37% 42
2017
Q3 		$646K Sell
10,189
-226
-2% -$15.1K 0.47% 35
2017
Q2 		$776K Buy
10,415
+54
+0.5% +$3.95K 0.6% 30
2017
Q1 		$740K Buy
10,361
+56
+0.5% +$4.05K 0.59% 29
2016
Q4 		$697K Sell
10,305
-8,333
-45% -$537K 0.59% 28
2016
Q3 		$1.18M Sell
18,638
-2,317
-11% -$154K 0.97% 19
2016
Q2 		$1.45M Sell
20,955
-1,918
-8% -$123K 1.27% 14
2016
Q1 		$1.43M Buy
22,873
+231
+1% +$14K 1.31% 15
2015
Q4 		$1.32M Buy
+22,642
New +$1.31M 1.25% 15

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
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

Jackson Grant Investment Advisers's MO Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Altria Group (MO) stake by 1.2% in Q2 2026, buying an estimated $3.28K and bringing the position to 3,930 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #99.

Jackson Grant Investment Advisers first reported a position in MO in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.45M in Q2 2016. 1,210 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Jackson Grant Investment Advisers held 3,930 shares of Altria Group worth $283K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 47 Altria Group shares in Q2 2026, an estimated $3.28K.
  • Altria Group made up 0.09% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #99 holding.
  • Jackson Grant Investment Advisers first reported a position in Altria Group in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Altria Group position peaked at $1.45M in Q2 2016.
  • 1,210 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.