OWP
MO icon

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
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 $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

Obermeyer Wealth Partners's MO Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Altria Group (MO) stake by 4.5% in Q1 2026, selling an estimated $15.5K and leaving 5,171 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #222.

Obermeyer Wealth Partners first reported a position in MO in Q2 2013 and has held it in 15 quarters since. The position peaked at $505K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Obermeyer Wealth Partners held 5,171 shares of Altria Group worth $341K as of Q1 2026.
  • Obermeyer Wealth Partners sold 241 Altria Group shares in Q1 2026, an estimated $15.5K.
  • Altria Group made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #222 holding.
  • Obermeyer Wealth Partners first reported a position in Altria Group in Q2 2013 and has held it in 15 quarters since.
  • Obermeyer Wealth Partners's Altria Group position peaked at $505K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.