JWWM
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Johnson & White Wealth Management’s Altria Group MO Stock Holding History

Johnson & White 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
Q2 		$895K Sell
12,434
-368
-3% -$25.7K 0.33% 62
2026
Q1 		$845K Buy
12,802
+98
+0.8% +$6.3K 0.36% 57
2025
Q4 		$733K Buy
12,704
+154
+1% +$9.3K 0.32% 63
2025
Q3 		$829K Sell
12,550
-70
-0.6% -$4.43K 0.38% 57
2025
Q2 		$740K Buy
12,620
+1
+0% +$59 0.37% 56
2025
Q1 		$757K Buy
12,619
+2,163
+21% +$118K 0.42% 53
2024
Q4 		$549K Buy
10,456
+18
+0.2% +$959 0.33% 58
2024
Q3 		$533K Buy
10,438
+1,001
+11% +$50.6K 0.46% 36
2024
Q2 		$430K Buy
9,437
+4,860
+106% +$216K 0.41% 37
2024
Q1 		$200K Buy
+4,577
New +$190K 0.15% 85

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

Johnson & White Wealth Management's MO Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Altria Group (MO) stake by 2.9% in Q2 2026, selling an estimated $25.7K and leaving 12,434 shares worth $895K. The position accounts for 0.33% of the portfolio, ranked #62.

Johnson & White Wealth Management first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Johnson & White Wealth Management held 12,434 shares of Altria Group worth $895K as of Q2 2026.
  • Johnson & White Wealth Management sold 368 Altria Group shares in Q2 2026, an estimated $25.7K.
  • Altria Group made up 0.33% of Johnson & White Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Johnson & White Wealth Management first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.