Oakmont Advisory Group’s Altria Group MO Stock Holding History

Oakmont Advisory Group’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	$357K	Sell	4,966 -39	-0.8%	-$2.72K	0.3%	90
2026 Q1	$330K	Sell	5,005 -702	-12%	-$45.2K	0.34%	81
2025 Q4	$329K	Buy	+5,707	New	+$345K	0.35%	87

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oakmont Advisory Group's MO Position: Q2 2026 in Review

Oakmont Advisory Group reduced its Altria Group (MO) stake by 0.78% in Q2 2026, selling an estimated $2.72K and leaving 4,966 shares worth $357K. The position accounts for 0.3% of the portfolio, ranked #90.

Oakmont Advisory Group first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,552 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Oakmont Advisory Group held 4,966 shares of Altria Group worth $357K as of Q2 2026.
Oakmont Advisory Group sold 39 Altria Group shares in Q2 2026, an estimated $2.72K.
Altria Group made up 0.3% of Oakmont Advisory Group's portfolio in Q2 2026, its #90 holding.
Oakmont Advisory Group first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
2,552 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.