Oxford Financial Group’s Altria Group MO Stock Holding History

Oxford Financial Group’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	–	Sell	-3,992	Closed	-$230K	–	316
2025 Q4	$230K	Buy	+3,992	New	+$241K	0.01%	218

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxford Financial Group's MO Position: Q1 2026 in Review

Oxford Financial Group sold out of Altria Group (MO) in Q1 2026, closing a stake of 3,992 shares — an estimated $230K sold.

Oxford Financial Group first reported a position in MO in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Oxford Financial Group reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 3,992 Altria Group shares in Q1 2026, an estimated $230K.
Oxford Financial Group first reported a position in Altria Group in Q4 2025 and held it in 1 quarter.
Oxford Financial Group's Altria Group position peaked at $230K in Q4 2025.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.