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JFS Wealth Advisors’s Altria Group MO Stock Holding History

JFS Wealth Advisors’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 		$203K Sell
2,822
-460
-14% -$32.1K 0.01% 334
2026
Q1 		$217K Sell
3,282
-345
-10% -$22.2K 0.01% 315
2025
Q4 		$210K Buy
3,627
+179
+5% +$10.8K 0.01% 315
2025
Q3 		$228K Buy
3,448
+158
+5% +$10K 0.01% 309
2025
Q2 		$193K Buy
3,290
+212
+7% +$12.4K 0.01% 306
2025
Q1 		$185K Buy
3,078
+243
+9% +$13.3K 0.01% 314
2024
Q4 		$148K Sell
2,835
-114
-4% -$6.07K 0.01% 321
2024
Q3 		$151K Buy
2,949
+22
+0.8% +$1.11K 0.01% 320
2024
Q2 		$133K Buy
2,927
+38
+1% +$1.69K 0.01% 278
2024
Q1 		$126K Sell
2,889
-111
-4% -$4.6K 0.01% 292
2023
Q4 		$121K Buy
3,000
+46
+2% +$1.9K 0.01% 275
2023
Q3 		$124K Sell
2,954
-218
-7% -$9.63K 0.01% 261
2023
Q2 		$144K Sell
3,172
-9
-0.3% -$408 0.01% 243
2023
Q1 		$142K Buy
3,181
+96
+3% +$4.41K 0.01% 244
2022
Q4 		$141K Sell
3,085
-363
-11% -$16.4K 0.01% 243
2022
Q3 		$139K Sell
3,448
-257
-7% -$11.2K 0.02% 252
2022
Q2 		$155K Buy
3,705
+72
+2% +$3.73K 0.02% 243
2022
Q1 		$190K Buy
3,633
+604
+20% +$30.8K 0.02% 229
2021
Q4 		$144K Buy
3,029
+395
+15% +$18.1K 0.01% 260
2021
Q3 		$120K Buy
2,634
+1,294
+97% +$62.5K 0.01% 281
2021
Q2 		$64K Hold
1,340
– – 0.01% 251
2021
Q1 		$69K Hold
1,340
– – 0.01% 220
2020
Q4 		$55K Hold
1,340
– – 0.01% 238
2020
Q3 		$52K Hold
1,340
– – 0.01% 233
2020
Q2 		$53K Sell
1,340
-1,250
-48% -$48.8K 0.01% 222
2020
Q1 		$100K Hold
2,590
– – 0.03% 172
2019
Q4 		$129K Hold
2,590
– – 0.03% 168
2019
Q3 		$106K Hold
2,590
– – 0.03% 185
2019
Q2 		$123K Sell
2,590
-260
-9% -$13.6K 0.03% 168
2019
Q1 		$164K Hold
2,850
– – 0.04% 147
2018
Q4 		$141K Sell
2,850
-161
-5% -$9.33K 0.04% 152
2018
Q3 		$182K Sell
3,011
-39
-1% -$2.31K 0.05% 146
2018
Q2 		$173K Sell
3,050
-60
-2% -$3.46K 0.05% 148
2018
Q1 		$194K Hold
3,110
– – 0.05% 141
2017
Q4 		$222K Buy
3,110
+260
+9% +$17.4K 0.05% 129
2017
Q3 		$181K Buy
2,850
+731
+34% +$48.7K 0.05% 136
2017
Q2 		$158K Sell
2,119
-142
-6% -$10.4K 0.04% 144
2017
Q1 		$153K Hold
2,261
– – 0.04% 148
2016
Q4 		$153K Hold
2,261
– – 0.04% 148
2016
Q3 		$143K Sell
2,261
-35
-2% -$2.33K 0.04% 154
2016
Q2 		$158K Sell
2,296
-39
-2% -$2.5K 0.04% 174
2016
Q1 		$146K Sell
2,335
-68
-3% -$4.11K 0.04% 152
2015
Q4 		$140K Buy
2,403
+284
+13% +$16.5K 0.04% 160
2015
Q3 		$115K Sell
2,119
-402
-16% -$21.6K 0.05% 141
2015
Q2 		$123K Hold
2,521
– – 0.06% 114
2015
Q1 		$126K Sell
2,521
-6
-0.2% -$319 0.06% 112
2014
Q4 		$125K Hold
2,527
– – 0.02% 111
2014
Q3 		$116K Sell
2,527
-7
-0.3% -$300 0.02% 112
2014
Q2 		$106K Buy
+2,534
New +$102K 0.02% 125

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

JFS Wealth Advisors's MO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Altria Group (MO) stake by 14% in Q2 2026, selling an estimated $32.1K and leaving 2,822 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #334.

JFS Wealth Advisors first reported a position in MO in Q2 2014 and has held it in 49 quarters since. The position peaked at $228K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • JFS Wealth Advisors held 2,822 shares of Altria Group worth $203K as of Q2 2026.
  • JFS Wealth Advisors sold 460 Altria Group shares in Q2 2026, an estimated $32.1K.
  • Altria Group made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #334 holding.
  • JFS Wealth Advisors first reported a position in Altria Group in Q2 2014 and has held it in 49 quarters since.
  • JFS Wealth Advisors's Altria Group position peaked at $228K in Q3 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.