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Jaffetilchin Investment Partners’s Altria Group MO Stock Holding History

Jaffetilchin Investment Partners’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 		$1.65M Buy
24,989
+6,164
+33% +$397K 0.1% 140
2025
Q4 		$1.09M Buy
18,825
+2,571
+16% +$155K 0.06% 178
2025
Q3 		$1.07M Buy
16,254
+59
+0.4% +$3.74K 0.06% 183
2025
Q2 		$949K Sell
16,195
-558
-3% -$32.8K 0.06% 187
2025
Q1 		$1.01M Sell
16,753
-1,713
-9% -$93.5K 0.07% 174
2024
Q4 		$966K Sell
18,466
-5,384
-23% -$287K 0.07% 168
2024
Q3 		$1.22M Buy
23,850
+7,142
+43% +$361K 0.09% 128
2024
Q2 		$761K Buy
16,708
+2,490
+18% +$110K 0.07% 167
2024
Q1 		$620K Sell
14,218
-617
-4% -$25.6K 0.06% 183
2023
Q4 		$598K Sell
14,835
-3,391
-19% -$140K 0.06% 192
2023
Q3 		$766K Sell
18,226
-8,031
-31% -$355K 0.08% 147
2023
Q2 		$1.19M Sell
26,257
-5,238
-17% -$237K 0.13% 108
2023
Q1 		$1.41M Buy
31,495
+425
+1% +$19.5K 0.16% 105
2022
Q4 		$1.42M Buy
31,070
+6,945
+29% +$315K 0.17% 101
2022
Q3 		$974K Buy
24,125
+5,471
+29% +$239K 0.13% 107
2022
Q2 		$779K Sell
18,654
-10,942
-37% -$567K 0.09% 146
2022
Q1 		$1.54M Buy
29,596
+12,292
+71% +$626K 0.18% 79
2021
Q4 		$820K Sell
17,304
-1,746
-9% -$80K 0.08% 161
2021
Q3 		$867K Buy
19,050
+112
+0.6% +$5.41K 0.09% 142
2021
Q2 		$903K Buy
18,938
+2,780
+17% +$137K 0.06% 182
2021
Q1 		$827K Buy
+16,158
New +$724K 0.1% 148
2020
Q2 		– Sell
-7,478
Closed -$289K – 227
2020
Q1 		$289K Buy
+7,478
New +$332K 0.1% 124
2019
Q2 		– Sell
-3,788
Closed -$218K – 307
2019
Q1 		$218K Sell
3,788
-985
-21% -$50.3K 0.05% 264
2018
Q4 		$236K Buy
4,773
+24
+0.5% +$1.39K 0.06% 219
2018
Q3 		$286K Sell
4,749
-1,526
-24% -$90.6K 0.06% 236
2018
Q2 		$356K Buy
6,275
+882
+16% +$50.9K 0.08% 209
2018
Q1 		$336K Buy
5,393
+1,715
+47% +$114K 0.08% 235
2017
Q4 		$263K Sell
3,678
-1,157
-24% -$77.5K 0.09% 196
2017
Q3 		$307K Buy
4,835
+1,157
+31% +$77.1K 0.07% 232
2017
Q2 		$274K Sell
3,678
-412
-10% -$30.1K 0.09% 191
2017
Q1 		$292K Sell
4,090
-236
-5% -$17.1K 0.07% 207
2016
Q4 		$293K Sell
4,326
-2,953
-41% -$190K 0.09% 193
2016
Q3 		$460K Sell
7,279
-2,485
-25% -$165K 0.15% 114
2016
Q2 		$673K Sell
9,764
-133
-1% -$8.52K 0.2% 78
2016
Q1 		$620K Buy
+9,897
New +$598K 0.2% 60
2015
Q4 		– Sell
-7,886
Closed -$429K – 213
2015
Q3 		$429K Buy
+7,886
New +$423K 0.16% 106

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

Jaffetilchin Investment Partners's MO Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Altria Group (MO) stake by 33% in Q1 2026, buying an estimated $397K and bringing the position to 24,989 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #140.

Jaffetilchin Investment Partners first reported a position in MO in Q3 2015 and has held it in 36 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Jaffetilchin Investment Partners held 24,989 shares of Altria Group worth $1.65M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 6,164 Altria Group shares in Q1 2026, an estimated $397K.
  • Altria Group made up 0.1% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #140 holding.
  • Jaffetilchin Investment Partners first reported a position in Altria Group in Q3 2015 and has held it in 36 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.