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Jacobsen Capital Management’s Altria Group MO Stock Holding History

Jacobsen 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 		$247K Buy
3,436
+120
+4% +$8.38K 0.07% 105
2026
Q1 		$219K Buy
+3,316
New +$213K 0.07% 114
2025
Q4 		– Sell
-3,587
Closed -$237K – 123
2025
Q3 		$237K Buy
3,587
+152
+4% +$9.63K 0.08% 102
2025
Q2 		$201K Buy
+3,435
New +$202K 0.07% 114

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

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

Jacobsen Capital Management increased its Altria Group (MO) stake by 3.6% in Q2 2026, buying an estimated $8.38K and bringing the position to 3,436 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #105.

Jacobsen Capital Management first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Jacobsen Capital Management held 3,436 shares of Altria Group worth $247K as of Q2 2026.
  • Jacobsen Capital Management bought 120 Altria Group shares in Q2 2026, an estimated $8.38K.
  • Altria Group made up 0.07% of Jacobsen Capital Management's portfolio in Q2 2026, its #105 holding.
  • Jacobsen Capital Management first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.