Jefferies Financial Group’s Altria Group MO Stock Holding History

Jefferies Financial Group’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	$715K	Sell	10,840 -12,710	-54%	-$818K	0.01%	1055
2025 Q4	$1.36M	Buy	23,550 +5,689	+32%	+$344K	0.01%	950
2025 Q3	$1.18M	Sell	17,861 -14,795	-45%	-$937K	0.01%	810
2025 Q2	$1.91M	Buy	+32,656	New	+$1.92M	0.03%	542
2024 Q4	–	Sell	-82,963	Closed	-$4.23M	–	1752
2024 Q3	$4.23M	Buy	82,963 +75,657	+1,036%	+$3.82M	0.07%	356
2024 Q2	$333K	Buy	+7,306	New	+$324K	0.01%	1089
2023 Q3	–	Sell	-31,990	Closed	-$1.45M	–	1855
2023 Q2	$1.45M	Buy	31,990 +8,873	+38%	+$402K	0.03%	772
2023 Q1	$1.03M	Buy	+23,117	New	+$1.06M	0.02%	886
2017 Q2	–	Sell	-6,610	Closed	-$472K	–	66
2017 Q1	$472K	Buy	+6,610	New	+$478K	0.04%	54

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return