BOK Financial Private Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158K | Sell |
2,359
-20
| -0.8% | -$1.29K | 0.01% | 188 |
|
|
2025
Q4 | $140K | Sell |
2,379
-21
| -0.9% | -$1.27K | 0.01% | 200 |
|
|
2025
Q3 | $161K | Hold |
2,400
| – | – | 0.01% | 183 |
|
|
2025
Q2 | $143K | Hold |
2,400
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $146K | Hold |
2,400
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $128K | Sell |
2,400
-600
| -20% | -$32K | 0.01% | 191 |
|
|
2024
Q3 | $156K | Buy |
+3,000
| New | +$152K | 0.01% | 182 |
|
|
2023
Q3 | – | Sell |
-1,430
| Closed | -$66.1K | – | 394 |
|
|
2023
Q2 | $66.1K | Hold |
1,430
| – | – | 0.01% | 213 |
|
|
2023
Q1 | $65.2K | Buy |
1,430
+300
| +27% | +$13.8K | 0.01% | 226 |
|
|
2022
Q4 | $52.7K | Buy |
+1,130
| New | +$51.2K | ﹤0.01% | 232 |
|
|
2022
Q2 | – | Sell |
-6,997
| Closed | -$366K | – | 419 |
|
|
2022
Q1 | $366K | Buy |
6,997
+1,897
| +37% | +$96.6K | 0.03% | 206 |
|
|
2021
Q4 | $242K | Sell |
5,100
-1,348
| -21% | -$61.8K | 0.02% | 260 |
|
|
2021
Q3 | $294K | Buy |
6,448
+1,923
| +42% | +$92.9K | 0.02% | 196 |
|
|
2021
Q2 | $216K | Buy |
+4,525
| New | +$222K | 0.02% | 213 |
|
|
2018
Q2 | – | Sell |
-12,292
| Closed | -$766K | – | 117 |
|
|
2018
Q1 | $766K | Hold |
12,292
| – | – | 0.13% | 43 |
|
|
2017
Q4 | $878K | Hold |
12,292
| – | – | 0.14% | 43 |
|
|
2017
Q3 | $780K | Sell |
12,292
-1,090
| -8% | -$72.7K | 0.13% | 50 |
|
|
2017
Q2 | $997K | Sell |
13,382
-60
| -0.4% | -$4.39K | 0.14% | 40 |
|
|
2017
Q1 | $960K | Sell |
13,442
-3,207
| -19% | -$232K | 0.14% | 49 |
|
|
2016
Q4 | $1.13M | Buy |
16,649
+171
| +1% | +$11K | 0.17% | 43 |
|
|
2016
Q3 | $1.04M | Buy |
16,478
+1,188
| +8% | +$78.9K | 0.16% | 41 |
|
|
2016
Q2 | $1.05M | Buy |
15,290
+391
| +3% | +$25K | 0.17% | 41 |
|
|
2016
Q1 | $934K | Sell |
14,899
-223
| -1% | -$13.5K | 0.16% | 29 |
|
|
2015
Q4 | $880K | Buy |
15,122
+4
| +0% | +$232 | 0.15% | 29 |
|
|
2015
Q3 | $822K | Buy |
15,118
+4
| +0% | +$214 | 0.14% | 30 |
|
|
2015
Q2 | $739K | Sell |
15,114
-1,145
| -7% | -$58K | 0.12% | 31 |
|
|
2015
Q1 | $813K | Sell |
16,259
-1,848
| -10% | -$98.1K | 0.13% | 33 |
|
|
2014
Q4 | $892K | Buy |
18,107
+4
| +0% | +$195 | 0.15% | 34 |
|
|
2014
Q3 | $832K | Buy |
18,103
+4
| +0% | +$171 | 0.14% | 33 |
|
|
2014
Q2 | $759K | Buy |
18,099
+4
| +0% | +$161 | 0.13% | 34 |
|
|
2014
Q1 | $677K | Sell |
18,095
-161
| -0.9% | -$5.85K | 0.12% | 35 |
|
|
2013
Q4 | $701K | Buy |
18,256
+706
| +4% | +$26.1K | 0.13% | 32 |
|
|
2013
Q3 | $603K | Buy |
+17,550
| New | +$618K | 0.12% | 33 |
|
Other funds holding MO
VCM
VPM
BOK Financial Private Wealth's MO Position: Q1 2026 in Review
BOK Financial Private Wealth reduced its Altria Group (MO) stake by 0.84% in Q1 2026, selling an estimated $1.29K and leaving 2,359 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #188.
BOK Financial Private Wealth first reported a position in MO in Q3 2013 and has held it in 33 quarters since. The position peaked at $1.13M in Q4 2016. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- BOK Financial Private Wealth held 2,359 shares of Altria Group worth $158K as of Q1 2026.
- BOK Financial Private Wealth sold 20 Altria Group shares in Q1 2026, an estimated $1.29K.
- Altria Group made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #188 holding.
- BOK Financial Private Wealth first reported a position in Altria Group in Q3 2013 and has held it in 33 quarters since.
- BOK Financial Private Wealth's Altria Group position peaked at $1.13M in Q4 2016.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.