Armstrong Fleming & Moore’s Realty Income O Stock Holding History

Armstrong Fleming & Moore’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$889K	Sell	14,524 -168	-1%	-$10.5K	0.38%	44
2025 Q4	$828K	Buy	14,692 +10	+0.1%	+$579	0.38%	43
2025 Q3	$893K	Sell	14,682 -864	-6%	-$50.3K	0.43%	41
2025 Q2	$896K	Buy	+15,546	New	+$879K	0.49%	40
2025 Q1	–	Sell	-16,128	Closed	-$861K	–	136
2024 Q4	$861K	Sell	16,128 -152	-0.9%	-$8.85K	0.52%	33
2024 Q3	$1.03M	Sell	16,280 -1,074	-6%	-$63.9K	0.6%	30
2024 Q2	$917K	Buy	17,354 +18	+0.1%	+$961	0.59%	35
2024 Q1	$938K	Sell	17,336 -830	-5%	-$44.9K	0.65%	33
2023 Q4	$1.04M	Buy	18,166 +30	+0.2%	+$1.57K	0.79%	27
2023 Q3	$906K	Sell	18,136 -1,465	-7%	-$84.2K	0.88%	26
2023 Q2	$1.17M	Buy	+19,601	New	+$1.2M	1.08%	22

Other funds holding O

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Armstrong Fleming & Moore's O Position: Q1 2026 in Review

Armstrong Fleming & Moore reduced its Realty Income (O) stake by 1.1% in Q1 2026, selling an estimated $10.5K and leaving 14,524 shares worth $889K. The position accounts for 0.38% of the portfolio, ranked #44.

Armstrong Fleming & Moore first reported a position in O in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2023. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Armstrong Fleming & Moore held 14,524 shares of Realty Income worth $889K as of Q1 2026.
Armstrong Fleming & Moore sold 168 Realty Income shares in Q1 2026, an estimated $10.5K.
Realty Income made up 0.38% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #44 holding.
Armstrong Fleming & Moore first reported a position in Realty Income in Q2 2023 and has held it in 11 quarters since.
Armstrong Fleming & Moore's Realty Income position peaked at $1.17M in Q2 2023.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2026, filed 13 Apr 2026.