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Osbon Capital Management’s Altria Group MO Stock Holding History

Osbon Capital Management’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 		$36.2K Buy
549
+548
+54,800% +$35.3K 0.03% 177
2025
Q4 		$58 Buy
+1
New +$60 ﹤0.01% 352

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

Osbon Capital Management's MO Position: Q1 2026 in Review

Osbon Capital Management increased its Altria Group (MO) stake by 54,800% in Q1 2026, buying an estimated $35.3K and bringing the position to 549 shares worth $36.2K. The position accounts for 0.03% of the portfolio, ranked #177.

Osbon Capital Management first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Osbon Capital Management held 549 shares of Altria Group worth $36.2K as of Q1 2026.
  • Osbon Capital Management bought 548 Altria Group shares in Q1 2026, an estimated $35.3K.
  • Altria Group made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #177 holding.
  • Osbon Capital Management first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.