JF
MO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JSF Financial's MO Position: Q1 2026 in Review

JSF Financial increased its Altria Group (MO) stake by 0.28% in Q1 2026, buying an estimated $643 and bringing the position to 3,629 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #114.

JSF Financial first reported a position in MO in Q4 2018 and has held it in 18 quarters since. The position peaked at $381K in Q1 2019. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • JSF Financial held 3,629 shares of Altria Group worth $239K as of Q1 2026.
  • JSF Financial bought 10 Altria Group shares in Q1 2026, an estimated $643.
  • Altria Group made up 0.05% of JSF Financial's portfolio in Q1 2026, its #114 holding.
  • JSF Financial first reported a position in Altria Group in Q4 2018 and has held it in 18 quarters since.
  • JSF Financial's Altria Group position peaked at $381K in Q1 2019.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.