JBR Co Financial Management’s Altria Group MO Stock Holding History

JBR Co Financial 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	$388K	Buy	+5,393	New	+$376K	0.14%	101

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

JBR Co Financial Management's MO Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in Altria Group (MO) in Q2 2026: 5,393 shares worth $388K. The stake represents 0.14% of the portfolio and ranks #101 among its holdings.

1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

JBR Co Financial Management held 5,393 shares of Altria Group worth $388K as of Q2 2026.
Altria Group was a new JBR Co Financial Management position in Q2 2026.
Altria Group made up 0.14% of JBR Co Financial Management's portfolio in Q2 2026, its #101 holding.
1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.