Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Altria Group MO Stock Holding History

Jacobs Levy Equity 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
Q3 		– Sell
-3,747
Closed -$220K – 1055
2025
Q2 		$220K Sell
3,747
-74,299
-95% -$4.36M ﹤0.01% 975
2025
Q1 		$4.68M Buy
78,046
+70,573
+944% +$3.85M 0.02% 470
2024
Q4 		$391K Hold
7,473
– – ﹤0.01% 842
2024
Q3 		$381K Sell
7,473
-129,453
-95% -$6.54M ﹤0.01% 863
2024
Q2 		$6.24M Sell
136,926
-58,171
-30% -$2.58M 0.03% 410
2024
Q1 		$8.51M Buy
195,097
+18,482
+10% +$766K 0.04% 328
2023
Q4 		$7.12M Buy
176,615
+41,217
+30% +$1.7M 0.04% 360
2023
Q3 		$5.69M Sell
135,398
-2,405,112
-95% -$106M 0.03% 351
2023
Q2 		$115M Buy
2,540,510
+379,094
+18% +$17.2M 0.66% 29
2023
Q1 		$96.4M Buy
2,161,416
+1,157,581
+115% +$53.2M 0.59% 36
2022
Q4 		$45.9M Buy
+1,003,835
New +$45.5M 0.31% 96
2022
Q3 		– Sell
-196,728
Closed -$8.22M – 1110
2022
Q2 		$8.22M Buy
196,728
+186,200
+1,769% +$9.64M 0.06% 319
2022
Q1 		$550K Buy
+10,528
New +$536K ﹤0.01% 847
2016
Q4 		– Sell
-24,740
Closed -$1.56M – 1026
2016
Q3 		$1.56M Sell
24,740
-99,906
-80% -$6.64M 0.03% 475
2016
Q2 		$8.6M Sell
124,646
-126,580
-50% -$8.11M 0.18% 165
2016
Q1 		$15.7M Sell
251,226
-20,520
-8% -$1.24M 0.33% 81
2015
Q4 		$15.8M Sell
271,746
-116,580
-30% -$6.76M 0.31% 102
2015
Q3 		$21.1M Sell
388,326
-92,620
-19% -$4.97M 0.43% 74
2015
Q2 		$23.5M Sell
480,946
-40,160
-8% -$2.04M 0.45% 64
2015
Q1 		$26.1M Buy
+521,106
New +$27.7M 0.44% 62
2014
Q4 		– Sell
-98,240
Closed -$4.51M – 873
2014
Q3 		$4.51M Sell
98,240
-240,460
-71% -$10.3M 0.08% 252
2014
Q2 		$14.2M Sell
338,700
-497,830
-60% -$20M 0.24% 137
2014
Q1 		$31.3M Buy
+836,530
New +$30.4M 0.52% 46

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobs Levy Equity Management's MO Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Altria Group (MO) in Q3 2025, closing a stake of 3,747 shares — an estimated $220K sold.

Jacobs Levy Equity Management first reported a position in MO in Q1 2014 and held it in 23 quarters. The position peaked at $115M in Q2 2023. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 3,747 Altria Group shares in Q3 2025, an estimated $220K.
  • Jacobs Levy Equity Management first reported a position in Altria Group in Q1 2014 and held it in 23 quarters.
  • Jacobs Levy Equity Management's Altria Group position peaked at $115M in Q2 2023.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.