JTC Employer Solutions Trustee’s Altria Group MO Stock Holding History

JTC Employer Solutions Trustee’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	$198K	Hold	3,000	–	–	0.02%	150
2025 Q4	$173K	Hold	3,000	–	–	0.01%	163
2025 Q3	$198K	Hold	3,000	–	–	0.02%	150
2025 Q2	$176K	Hold	3,000	–	–	0.02%	146
2025 Q1	$180K	Hold	3,000	–	–	0.01%	142
2024 Q4	$156K	Hold	3,000	–	–	0.01%	155
2024 Q3	$153K	Hold	3,000	–	–	0.01%	157
2024 Q2	$137K	Hold	3,000	–	–	0.01%	163
2024 Q1	$131K	Hold	3,000	–	–	0.01%	175
2023 Q4	$121K	Hold	3,000	–	–	0.01%	177
2023 Q3	$126K	Hold	3,000	–	–	0.01%	173
2023 Q2	$136K	Hold	3,000	–	–	0.01%	161
2023 Q1	$134K	Sell	3,000 -708	-19%	-$32.5K	0.01%	171
2022 Q4	$169K	Hold	3,708	–	–	0.01%	146
2022 Q3	$150K	Hold	3,708	–	–	0.02%	133
2022 Q2	$155K	Hold	3,708	–	–	0.02%	118
2022 Q1	$194K	Hold	3,708	–	–	0.02%	112
2021 Q4	$176K	Hold	3,708	–	–	0.02%	122
2021 Q3	$169K	Hold	3,708	–	–	0.02%	122
2021 Q2	$177K	Buy	+3,708	New	+$182K	0.03%	106

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JTC Employer Solutions Trustee's MO Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Altria Group (MO) position steady in Q1 2026 at 3,000 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #150.

JTC Employer Solutions Trustee first reported a position in MO in Q2 2021 and has held it in 20 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

JTC Employer Solutions Trustee held 3,000 shares of Altria Group worth $198K as of Q1 2026.
JTC Employer Solutions Trustee left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #150 holding.
JTC Employer Solutions Trustee first reported a position in Altria Group in Q2 2021 and has held it in 20 quarters since.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.