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LJI Wealth Management’s Altria Group MO Stock Holding History

LJI 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 		$310K Hold
4,308
– – 0.04% 159
2026
Q1 		$284K Sell
4,308
-253
-6% -$16.3K 0.05% 163
2025
Q4 		$263K Buy
4,561
+253
+6% +$15.3K 0.04% 171
2025
Q3 		$285K Sell
4,308
-253
-6% -$16K 0.05% 143
2025
Q2 		$267K Sell
4,561
-200
-4% -$11.7K 0.05% 156
2025
Q1 		$286K Sell
4,761
-250
-5% -$13.6K 0.06% 138
2024
Q4 		$262K Sell
5,011
-325
-6% -$17.3K 0.05% 145
2024
Q3 		$272K Sell
5,336
-1,100
-17% -$55.6K 0.06% 158
2024
Q2 		$293K Buy
6,436
+100
+2% +$4.44K 0.06% 146
2024
Q1 		$276K Sell
6,336
-964
-13% -$40K 0.07% 120
2023
Q4 		$294K Buy
7,300
+1,900
+35% +$78.6K 0.08% 132
2023
Q3 		$227K Hold
5,400
– – 0.07% 147
2023
Q2 		$245K Buy
5,400
+100
+2% +$4.53K 0.07% 138
2023
Q1 		$236K Hold
5,300
– – 0.07% 134
2022
Q4 		$242K Buy
+5,300
New +$240K 0.08% 121

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

LJI Wealth Management's MO Position: Q2 2026 in Review

LJI Wealth Management held its Altria Group (MO) position steady in Q2 2026 at 4,308 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #159.

LJI Wealth Management first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • LJI Wealth Management held 4,308 shares of Altria Group worth $310K as of Q2 2026.
  • LJI Wealth Management left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #159 holding.
  • LJI Wealth Management first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.