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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
Q2 		$960K Buy
13,342
+2,502
+23% +$175K 0.01% 990
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 0.02% 542
2024
Q4 		– Sell
-82,963
Closed -$4.23M – 1737
2024
Q3 		$4.23M Buy
82,963
+75,657
+1,036% +$3.82M 0.03% 356
2024
Q2 		$333K Buy
+7,306
New +$324K ﹤0.01% 1089
2023
Q3 		– Sell
-31,990
Closed -$1.45M – 1834
2023
Q2 		$1.45M Buy
31,990
+8,873
+38% +$402K 0.01% 772
2023
Q1 		$1.03M Buy
+23,117
New +$1.06M 0.01% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jefferies Financial Group's MO Position: Q2 2026 in Review

Jefferies Financial Group increased its Altria Group (MO) stake by 23% in Q2 2026, buying an estimated $175K and bringing the position to 13,342 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #990.

Jefferies Financial Group first reported a position in MO in Q1 2017 and has held it in 10 quarters since. The position peaked at $4.23M in Q3 2024. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Jefferies Financial Group held 13,342 shares of Altria Group worth $960K as of Q2 2026.
  • Jefferies Financial Group bought 2,502 Altria Group shares in Q2 2026, an estimated $175K.
  • Altria Group made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #990 holding.
  • Jefferies Financial Group first reported a position in Altria Group in Q1 2017 and has held it in 10 quarters since.
  • Jefferies Financial Group's Altria Group position peaked at $4.23M in Q3 2024.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.