Yoffe Investment Management’s Altria Group MO Stock Holding History

Yoffe Investment 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	$353K	Hold	4,900	–	–	0.4%	82
2026 Q1	$323K	Hold	4,900	–	–	0.41%	83
2025 Q4	$283K	Hold	4,900	–	–	0.36%	93
2025 Q3	$324K	Hold	4,900	–	–	0.42%	87
2025 Q2	$287K	Hold	4,900	–	–	0.39%	88
2025 Q1	$294K	Hold	4,900	–	–	0.43%	84
2024 Q4	$256K	Buy	+4,900	New	+$261K	0.38%	91

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Yoffe Investment Management's MO Position: Q2 2026 in Review

Yoffe Investment Management held its Altria Group (MO) position steady in Q2 2026 at 4,900 shares worth $353K. The position accounts for 0.4% of the portfolio, ranked #82.

Yoffe Investment Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Yoffe Investment Management held 4,900 shares of Altria Group worth $353K as of Q2 2026.
Yoffe Investment Management left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.4% of Yoffe Investment Management's portfolio in Q2 2026, its #82 holding.
Yoffe Investment Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
417 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.