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Oak Barrel Wealth Advisory’s Altria Group MO Stock Holding History

Oak Barrel Wealth Advisory’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 		$314K Buy
+4,368
New +$305K 0.14% 64
2025
Q4 		$252K Buy
+4,368
New +$264K 0.15% 70

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

Oak Barrel Wealth Advisory's MO Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Altria Group (MO) in Q2 2026: 4,368 shares worth $314K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in MO as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Oak Barrel Wealth Advisory held 4,368 shares of Altria Group worth $314K as of Q2 2026.
  • Altria Group was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Altria Group made up 0.14% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #64 holding.
  • Oak Barrel Wealth Advisory first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • 2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.