JPWM
MO icon

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
Q1 		$2.35M Hold
35,686
– – 0.3% 80
2025
Q4 		$2.06M Hold
35,686
– – 0.26% 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

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return