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Jeppson Wealth Management’s Altria Group MO Stock Holding History

Jeppson 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
Q1 		$270K Buy
4,090
+16
+0.4% +$1.03K 0.08% 188
2025
Q4 		$235K Buy
4,074
+339
+9% +$20.5K 0.07% 196
2025
Q3 		$247K Sell
3,735
-650
-15% -$41.2K 0.08% 190
2025
Q2 		$257K Sell
4,385
-200
-4% -$11.7K 0.09% 180
2025
Q1 		$275K Sell
4,585
-225
-5% -$12.3K 0.1% 165
2024
Q4 		$252K Buy
4,810
+100
+2% +$5.33K 0.09% 172
2024
Q3 		$240K Hold
4,710
– – 0.09% 176
2024
Q2 		$215K Hold
4,710
– – 0.08% 187
2024
Q1 		$205K Sell
4,710
-940
-17% -$39K 0.08% 195
2023
Q4 		$228K Sell
5,650
-300
-5% -$12.4K 0.09% 178
2023
Q3 		$250K Hold
5,950
– – 0.11% 157
2023
Q2 		$270K Hold
5,950
– – 0.12% 156
2023
Q1 		$265K Hold
5,950
– – 0.12% 160
2022
Q4 		$272K Sell
5,950
-100
-2% -$4.53K 0.11% 156
2022
Q3 		$244K Buy
6,050
+799
+15% +$34.9K 0.11% 161
2022
Q2 		$219K Buy
5,251
+501
+11% +$25.9K 0.09% 170
2022
Q1 		$248K Buy
+4,750
New +$242K 0.12% 147
2020
Q4 		– Sell
-1,750
Closed -$68K – 326
2020
Q3 		$68K Buy
+1,750
New +$72.8K 0.05% 197

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

Jeppson Wealth Management's MO Position: Q1 2026 in Review

Jeppson Wealth Management increased its Altria Group (MO) stake by 0.39% in Q1 2026, buying an estimated $1.03K and bringing the position to 4,090 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #188.

Jeppson Wealth Management first reported a position in MO in Q3 2020 and has held it in 18 quarters since. The position peaked at $275K in Q1 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Jeppson Wealth Management held 4,090 shares of Altria Group worth $270K as of Q1 2026.
  • Jeppson Wealth Management bought 16 Altria Group shares in Q1 2026, an estimated $1.03K.
  • Altria Group made up 0.08% of Jeppson Wealth Management's portfolio in Q1 2026, its #188 holding.
  • Jeppson Wealth Management first reported a position in Altria Group in Q3 2020 and has held it in 18 quarters since.
  • Jeppson Wealth Management's Altria Group position peaked at $275K in Q1 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.