Jamison Private Wealth Management’s Altria Group MO Stock Holding History

Jamison Private Wealth 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 Q3	$2.44M	Buy	36,233 +463	+1%	+$32.2K	0.25%	81
2026 Q2	$2.57M	Buy	35,770 +84	+0.2%	+$5.86K	0.26%	81
2026 Q1	$2.35M	Hold	35,686	–	–	0.29%	80
2025 Q4	$2.06M	Hold	35,686	–	–	0.25%	85
2025 Q3	$2.36M	Buy	35,686 +18,546	+108%	+$1.17M	0.3%	73
2025 Q2	$1M	Sell	17,140 -18,546	-52%	-$1.09M	0.14%	106
2025 Q1	$2.14M	Sell	35,686 -3,371	-9%	-$184K	0.33%	72
2024 Q4	$2.04M	Buy	39,057 +18,546	+90%	+$988K	0.3%	76
2024 Q3	$1.05M	Sell	20,511 -338	-2%	-$17.1K	0.16%	103
2024 Q2	$950K	Sell	20,849 -1,025	-5%	-$45.5K	0.16%	101
2024 Q1	$954K	Buy	21,874 +3,403	+18%	+$141K	0.16%	99
2023 Q4	$745K	Sell	18,471 -829	-4%	-$34.3K	0.14%	106
2023 Q3	$812K	Buy	+19,300	New	+$853K	0.17%	101

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Jamison Private Wealth Management's MO Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Altria Group (MO) stake by 1.3% in Q3 2026, buying an estimated $32.2K and bringing the position to 36,233 shares worth $2.44M. The position accounts for 0.25% of the portfolio, ranked #81.

Jamison Private Wealth Management first reported a position in MO in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.57M in Q2 2026. 346 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Jamison Private Wealth Management held 36,233 shares of Altria Group worth $2.44M as of Q3 2026.
Jamison Private Wealth Management bought 463 Altria Group shares in Q3 2026, an estimated $32.2K.
Altria Group made up 0.25% of Jamison Private Wealth Management's portfolio in Q3 2026, its #81 holding.
Jamison Private Wealth Management first reported a position in Altria Group in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Altria Group position peaked at $2.57M in Q2 2026.
346 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.