PJWM
MO icon

Philip James Wealth Mangement’s Altria Group MO Stock Holding History

Philip James Wealth Mangement’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 		$12.4M Sell
171,890
-22,690
-12% -$1.58M 1.39% 15
2026
Q1 		$12.8M Sell
194,580
-11,576
-6% -$745K 1.48% 11
2025
Q4 		$11.9M Sell
206,156
-1,163
-0.6% -$70.2K 1.38% 15
2025
Q3 		$13.7M Sell
207,319
-12,507
-6% -$792K 1.6% 12
2025
Q2 		$12.9M Sell
219,826
-1,239
-0.6% -$72.8K 1.64% 12
2025
Q1 		$13.3M Sell
221,065
-5,152
-2% -$281K 1.61% 8
2024
Q4 		$11.8M Sell
226,217
-1,697
-0.7% -$90.4K 1.53% 11
2024
Q3 		$11.6M Buy
227,914
+220,773
+3,092% +$11.2M 1.43% 16
2024
Q2 		$325K Sell
7,141
-1,194
-14% -$53K 0.22% 45
2024
Q1 		$364K Sell
8,335
-1,110
-12% -$46K 0.26% 44
2023
Q4 		$381K Buy
+9,445
New +$391K 0.3% 42

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

Philip James Wealth Mangement's MO Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Altria Group (MO) stake by 12% in Q2 2026, selling an estimated $1.58M and leaving 171,890 shares worth $12.4M. The position accounts for 1.39% of the portfolio, ranked #15.

Philip James Wealth Mangement first reported a position in MO in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q3 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Philip James Wealth Mangement held 171,890 shares of Altria Group worth $12.4M as of Q2 2026.
  • Philip James Wealth Mangement sold 22,690 Altria Group shares in Q2 2026, an estimated $1.58M.
  • Altria Group made up 1.39% of Philip James Wealth Mangement's portfolio in Q2 2026, its #15 holding.
  • Philip James Wealth Mangement first reported a position in Altria Group in Q4 2023 and has held it in 11 quarters since.
  • Philip James Wealth Mangement's Altria Group position peaked at $13.7M in Q3 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.