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JB Capital’s Altria Group MO Stock Holding History

JB Capital’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 		$312K Sell
4,724
-89
-2% -$5.73K 0.01% 214
2025
Q4 		$278K Buy
4,813
+33
+0.7% +$1.99K 0.01% 217
2025
Q3 		$316K Buy
4,780
+117
+3% +$7.41K 0.01% 203
2025
Q2 		$273K Sell
4,663
-48
-1% -$2.82K 0.01% 206
2025
Q1 		$283K Sell
4,711
-134
-3% -$7.32K 0.02% 189
2024
Q4 		$253K Sell
4,845
-168
-3% -$8.95K 0.01% 196
2024
Q3 		$256K Sell
5,013
-410
-8% -$20.7K 0.01% 194
2024
Q2 		$247K Buy
5,423
+368
+7% +$16.3K 0.02% 204
2024
Q1 		$221K Buy
+5,055
New +$210K 0.01% 211
2023
Q4 		– Sell
-5,002
Closed -$210K – 218
2023
Q3 		$210K Sell
5,002
-1,217
-20% -$53.8K 0.02% 173
2023
Q2 		$282K Sell
6,219
-42
-0.7% -$1.9K 0.02% 143
2023
Q1 		$279K Buy
6,261
+36
+0.6% +$1.66K 0.03% 138
2022
Q4 		$285K Sell
6,225
-110
-2% -$4.98K 0.03% 139
2022
Q3 		$256K Sell
6,335
-35,903
-85% -$1.57M 0.03% 139
2022
Q2 		$1.76M Buy
42,238
+3,026
+8% +$157K 0.19% 64
2022
Q1 		$2.05M Sell
39,212
-2,469
-6% -$126K 0.2% 56
2021
Q4 		$1.98M Buy
41,681
+1,415
+4% +$64.8K 0.19% 63
2021
Q3 		$1.83M Buy
+40,266
New +$1.94M 0.24% 63

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

JB Capital's MO Position: Q1 2026 in Review

JB Capital reduced its Altria Group (MO) stake by 1.8% in Q1 2026, selling an estimated $5.73K and leaving 4,724 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #214.

JB Capital first reported a position in MO in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.05M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • JB Capital held 4,724 shares of Altria Group worth $312K as of Q1 2026.
  • JB Capital sold 89 Altria Group shares in Q1 2026, an estimated $5.73K.
  • Altria Group made up 0.01% of JB Capital's portfolio in Q1 2026, its #214 holding.
  • JB Capital first reported a position in Altria Group in Q3 2021 and has held it in 18 quarters since.
  • JB Capital's Altria Group position peaked at $2.05M in Q1 2022.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.