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OMC Financial Services’s Altria Group MO Stock Holding History

OMC 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
Q2 		$370K Buy
5,145
+19
+0.4% +$1.33K 0.12% 58
2026
Q1 		$338K Hold
5,126
– – 0.13% 59
2025
Q4 		$296K Hold
5,126
– – 0.11% 62
2025
Q3 		$339K Hold
5,126
– – 0.13% 62
2025
Q2 		$301K Hold
5,126
– – 0.12% 60
2025
Q1 		$308K Hold
5,126
– – 0.14% 59
2024
Q4 		$268K Hold
5,126
– – 0.11% 58
2024
Q3 		$233K Hold
5,126
– – 0.11% 58
2024
Q2 		$233K Hold
5,126
– – 0.11% 58
2024
Q1 		$224K Buy
+5,126
New +$213K 0.11% 59

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

OMC Financial Services's MO Position: Q2 2026 in Review

OMC Financial Services increased its Altria Group (MO) stake by 0.37% in Q2 2026, buying an estimated $1.33K and bringing the position to 5,145 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #58.

OMC Financial Services first reported a position in MO in Q1 2024 and has held it in 10 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • OMC Financial Services held 5,145 shares of Altria Group worth $370K as of Q2 2026.
  • OMC Financial Services bought 19 Altria Group shares in Q2 2026, an estimated $1.33K.
  • Altria Group made up 0.12% of OMC Financial Services's portfolio in Q2 2026, its #58 holding.
  • OMC Financial Services first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.