JF
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JSF Financial’s Altria Group MO Stock Holding History

JSF 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 		$1.65M Buy
22,996
+19,367
+534% +$1.35M 0.26% 50
2026
Q1 		$239K Buy
3,629
+10
+0.3% +$643 0.05% 114
2025
Q4 		$209K Buy
3,619
+12
+0.3% +$725 0.04% 127
2025
Q3 		$238K Buy
3,607
+13
+0.4% +$824 0.05% 111
2025
Q2 		$211K Buy
3,594
+13
+0.4% +$763 0.05% 124
2025
Q1 		$215K Sell
3,581
-249
-7% -$13.6K 0.06% 112
2024
Q4 		$200K Sell
3,830
-1,114
-23% -$59.3K 0.05% 119
2024
Q3 		$252K Buy
4,944
+20
+0.4% +$1.01K 0.07% 100
2024
Q2 		$224K Sell
4,924
-976
-17% -$43.3K 0.07% 103
2024
Q1 		$257K Sell
5,900
-156
-3% -$6.47K 0.08% 97
2023
Q4 		$244K Buy
6,056
+22
+0.4% +$910 0.08% 94
2023
Q3 		$254K Sell
6,034
-165
-3% -$7.29K 0.1% 88
2023
Q2 		$281K Sell
6,199
-954
-13% -$43.2K 0.1% 84
2023
Q1 		$319K Buy
+7,153
New +$329K 0.12% 90
2020
Q1 		– Sell
-6,048
Closed -$302K – 69
2019
Q4 		$302K Sell
6,048
-440
-7% -$20.8K 0.3% 46
2019
Q3 		$265K Sell
6,488
-491
-7% -$22.6K 0.29% 48
2019
Q2 		$330K Buy
6,979
+337
+5% +$17.6K 0.36% 42
2019
Q1 		$381K Buy
6,642
+897
+16% +$45.8K 0.42% 38
2018
Q4 		$284K Buy
+5,745
New +$333K 0.29% 44

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

JSF Financial's MO Position: Q2 2026 in Review

JSF Financial increased its Altria Group (MO) stake by 534% in Q2 2026, buying an estimated $1.35M and bringing the position to 22,996 shares worth $1.65M. The position accounts for 0.26% of the portfolio, ranked #50.

JSF Financial first reported a position in MO in Q4 2018 and has held it in 19 quarters since. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • JSF Financial held 22,996 shares of Altria Group worth $1.65M as of Q2 2026.
  • JSF Financial bought 19,367 Altria Group shares in Q2 2026, an estimated $1.35M.
  • Altria Group made up 0.26% of JSF Financial's portfolio in Q2 2026, its #50 holding.
  • JSF Financial first reported a position in Altria Group in Q4 2018 and has held it in 19 quarters since.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.