OCM
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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
Q2 		$71 Sell
1
-548
-100% -$38.2K ﹤0.01% 426
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 $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

Osbon Capital Management's MO Position: Q2 2026 in Review

Osbon Capital Management reduced its Altria Group (MO) stake by 100% in Q2 2026, selling an estimated $38.2K and leaving 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Osbon Capital Management first reported a position in MO in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.2K in Q1 2026. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Osbon Capital Management held 1 share of Altria Group worth $71 as of Q2 2026.
  • Osbon Capital Management sold 548 Altria Group shares in Q2 2026, an estimated $38.2K.
  • Altria Group made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #426 holding.
  • Osbon Capital Management first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Altria Group position peaked at $36.2K in Q1 2026.
  • 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.