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Jacobs Equity’s Altria Group MO Stock Holding History

Jacobs Equity’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 		$282K Buy
3,926
+6
+0.2% +$419 0.2% 96
2026
Q1 		$259K Sell
3,920
-1,743
-31% -$112K 0.23% 90
2025
Q4 		$327K Buy
+5,663
New +$342K 0.31% 83

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

Jacobs Equity's MO Position: Q2 2026 in Review

Jacobs Equity increased its Altria Group (MO) stake by 0.15% in Q2 2026, buying an estimated $419 and bringing the position to 3,926 shares worth $282K. The position accounts for 0.2% of the portfolio, ranked #96.

Jacobs Equity first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Jacobs Equity held 3,926 shares of Altria Group worth $282K as of Q2 2026.
  • Jacobs Equity bought 6 Altria Group shares in Q2 2026, an estimated $419.
  • Altria Group made up 0.2% of Jacobs Equity's portfolio in Q2 2026, its #96 holding.
  • Jacobs Equity first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Jacobs Equity's Altria Group position peaked at $327K in Q4 2025.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.