OFS
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OneAscent Financial Services’s Altria Group MO Stock Holding History

OneAscent 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
Q1 		$553K Buy
8,375
+2,648
+46% +$170K 0.03% 319
2025
Q4 		$330K Sell
5,727
-854
-13% -$51.6K 0.03% 329
2025
Q3 		$435K Sell
6,581
-3,049
-32% -$193K 0.05% 250
2025
Q2 		$566K Buy
9,630
+3,374
+54% +$198K 0.04% 284
2025
Q1 		$375K Buy
6,256
+59
+1% +$3.22K 0.02% 376
2024
Q4 		$324K Buy
+6,197
New +$330K 0.03% 343

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

OneAscent Financial Services's MO Position: Q1 2026 in Review

OneAscent Financial Services increased its Altria Group (MO) stake by 46% in Q1 2026, buying an estimated $170K and bringing the position to 8,375 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #319.

OneAscent Financial Services first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $566K in Q2 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • OneAscent Financial Services held 8,375 shares of Altria Group worth $553K as of Q1 2026.
  • OneAscent Financial Services bought 2,648 Altria Group shares in Q1 2026, an estimated $170K.
  • Altria Group made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #319 holding.
  • OneAscent Financial Services first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Financial Services's Altria Group position peaked at $566K in Q2 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.