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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jamison Private Wealth Management's MO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Altria Group (MO) stake by 0.24% in Q2 2026, buying an estimated $5.86K and bringing the position to 35,770 shares worth $2.57M. The position accounts for 0.26% of the portfolio, ranked #81.

Jamison Private Wealth Management first reported a position in MO in Q3 2023 and has held it in 12 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Jamison Private Wealth Management held 35,770 shares of Altria Group worth $2.57M as of Q2 2026.
Jamison Private Wealth Management bought 84 Altria Group shares in Q2 2026, an estimated $5.86K.
Altria Group made up 0.26% of Jamison Private Wealth Management's portfolio in Q2 2026, its #81 holding.
Jamison Private Wealth Management first reported a position in Altria Group in Q3 2023 and has held it in 12 quarters since.
2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.