Jessup Wealth Management’s Altria Group MO Stock Holding History

Jessup 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	–	Sell	-1,322	Closed	-$76.2K	–	234
2025 Q4	$76.2K	Buy	+1,322	New	+$79.8K	0.03%	122

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $432B AUM 30.22% 1-Year Est. Return

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

Jessup Wealth Management sold out of Altria Group (MO) in Q1 2026, closing a stake of 1,322 shares — an estimated $76.2K sold.

Jessup Wealth Management first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $76.2K in Q4 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Jessup Wealth Management reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 1,322 Altria Group shares in Q1 2026, an estimated $76.2K.
Jessup Wealth Management first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Altria Group position peaked at $76.2K in Q4 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.