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Obermeyer Wealth Partners’s Altria Group MO Stock Holding History

Obermeyer Wealth Partners’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 		$372K Hold
5,171
– – 0.02% 215
2026
Q1 		$341K Sell
5,171
-241
-4% -$15.5K 0.02% 222
2025
Q4 		$312K Sell
5,412
-2,228
-29% -$135K 0.01% 233
2025
Q3 		$505K Buy
7,640
+650
+9% +$41.2K 0.02% 170
2025
Q2 		$410K Buy
6,990
+142
+2% +$8.34K 0.02% 180
2025
Q1 		$411K Sell
6,848
-1,136
-14% -$62K 0.02% 170
2024
Q4 		$417K Buy
7,984
+3,139
+65% +$167K 0.02% 172
2024
Q3 		$247K Hold
4,845
– – 0.01% 222
2024
Q2 		$221K Sell
4,845
-18
-0.4% -$799 0.01% 227
2024
Q1 		$212K Sell
4,863
-539
-10% -$22.3K 0.01% 236
2023
Q4 		$218K Sell
5,402
-5,101
-49% -$211K 0.01% 202
2023
Q3 		$442K Buy
10,503
+4,914
+88% +$217K 0.03% 116
2023
Q2 		$253K Hold
5,589
– – 0.02% 180
2023
Q1 		$249K Sell
5,589
-75
-1% -$3.45K 0.02% 181
2022
Q4 		$259K Buy
+5,664
New +$257K 0.02% 182
2013
Q3 		– Sell
-504
Closed -$18K – 192
2013
Q2 		$18K Buy
+504
New +$18.1K 0.01% 209

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

Obermeyer Wealth Partners's MO Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Altria Group (MO) position steady in Q2 2026 at 5,171 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #215.

Obermeyer Wealth Partners first reported a position in MO in Q2 2013 and has held it in 16 quarters since. The position peaked at $505K in Q3 2025. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Obermeyer Wealth Partners held 5,171 shares of Altria Group worth $372K as of Q2 2026.
  • Obermeyer Wealth Partners left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Obermeyer Wealth Partners first reported a position in Altria Group in Q2 2013 and has held it in 16 quarters since.
  • Obermeyer Wealth Partners's Altria Group position peaked at $505K in Q3 2025.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.