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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobsen Capital Management's MO Position: Q1 2026 in Review

Jacobsen Capital Management opened a new position in Altria Group (MO) in Q1 2026: 3,316 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings. This is a return to the name: Jacobsen Capital Management previously reported a position in MO as recently as Q3 2025.

Jacobsen Capital Management first reported a position in MO in Q2 2025 and has held it in 3 quarters since. The position peaked at $237K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Jacobsen Capital Management held 3,316 shares of Altria Group worth $219K as of Q1 2026.
  • Altria Group was a new Jacobsen Capital Management position in Q1 2026.
  • Altria Group made up 0.07% of Jacobsen Capital Management's portfolio in Q1 2026, its #114 holding.
  • Jacobsen Capital Management first reported a position in Altria Group in Q2 2025 and has held it in 3 quarters since.
  • Jacobsen Capital Management's Altria Group position peaked at $237K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.