MJP Associates’s Altria Group MO Stock Holding History

MJP Associates’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	$297K	Sell	4,131 -2,591	-39%	-$181K	0.03%	168
2026 Q1	$444K	Sell	6,722 -121	-2%	-$7.79K	0.05%	121
2025 Q4	$395K	Sell	6,843 -1,047	-13%	-$63.2K	0.05%	155
2025 Q3	$521K	Buy	7,890 +2,364	+43%	+$150K	0.07%	128
2025 Q2	$324K	Buy	5,526 +838	+18%	+$49.2K	0.05%	169
2025 Q1	$281K	Sell	4,688 -89	-2%	-$4.86K	0.05%	171
2024 Q4	$250K	Buy	4,777 +274	+6%	+$14.6K	0.04%	191
2024 Q3	$230K	Buy	+4,503	New	+$228K	0.04%	185
2021 Q4	–	Sell	-5,871	Closed	-$267K	–	162
2021 Q3	$267K	Sell	5,871 -1,194	-17%	-$57.7K	0.09%	110
2021 Q2	$337K	Buy	7,065 +34	+0.5%	+$1.67K	0.11%	94
2021 Q1	$360K	Hold	7,031	–	–	0.15%	83
2020 Q4	$288K	Buy	+7,031	New	+$282K	0.12%	95

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MJP Associates's MO Position: Q2 2026 in Review

MJP Associates reduced its Altria Group (MO) stake by 39% in Q2 2026, selling an estimated $181K and leaving 4,131 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #168.

MJP Associates first reported a position in MO in Q4 2020 and has held it in 12 quarters since. The position peaked at $521K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

MJP Associates held 4,131 shares of Altria Group worth $297K as of Q2 2026.
MJP Associates sold 2,591 Altria Group shares in Q2 2026, an estimated $181K.
Altria Group made up 0.03% of MJP Associates's portfolio in Q2 2026, its #168 holding.
MJP Associates first reported a position in Altria Group in Q4 2020 and has held it in 12 quarters since.
MJP Associates's Altria Group position peaked at $521K in Q3 2025.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.