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Kohmann Bosshard Financial Services’s Altria Group MO Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-2,207
Closed -$127K – 449
2025
Q4 		$127K Buy
+2,207
New +$133K 0.01% 363
2025
Q1 		– Sell
-1,350
Closed -$70.6K – 589
2024
Q4 		$70.6K Buy
+1,350
New +$71.9K 0.01% 289

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kohmann Bosshard Financial Services's MO Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Altria Group (MO) in Q1 2026, closing a stake of 2,207 shares — an estimated $127K sold.

Kohmann Bosshard Financial Services first reported a position in MO in Q4 2024 and held it in 2 quarters. The position peaked at $127K in Q4 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2,207 Altria Group shares in Q1 2026, an estimated $127K.
  • Kohmann Bosshard Financial Services first reported a position in Altria Group in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Altria Group position peaked at $127K in Q4 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.