JF
MO icon

JMN Financial’s Altria Group MO Stock Holding History

JMN Financial’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 		$853K Buy
11,684
+3,341
+40% +$233K 0.66% 31
2026
Q1 		$551K Buy
8,343
+1,902
+30% +$122K 0.54% 46
2025
Q4 		$371K Buy
+6,441
New +$389K 0.37% 78

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

JMN Financial's MO Position: Q2 2026 in Review

JMN Financial increased its Altria Group (MO) stake by 40% in Q2 2026, buying an estimated $233K and bringing the position to 11,684 shares worth $853K. The position accounts for 0.66% of the portfolio, ranked #31.

JMN Financial first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,462 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • JMN Financial held 11,684 shares of Altria Group worth $853K as of Q2 2026.
  • JMN Financial bought 3,341 Altria Group shares in Q2 2026, an estimated $233K.
  • Altria Group made up 0.66% of JMN Financial's portfolio in Q2 2026, its #31 holding.
  • JMN Financial first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 2,462 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.