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Silver Oak Securities’s Altria Group MO Stock Holding History

Silver Oak Securities’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 		$2.11M Buy
31,902
+1,395
+5% +$89.8K 0.15% 146
2025
Q4 		$1.76M Sell
30,507
-713
-2% -$43.1K 0.12% 175
2025
Q3 		$2.06M Buy
31,220
+18,997
+155% +$1.2M 0.15% 141
2025
Q2 		$717K Buy
12,223
+538
+5% +$31.6K 0.06% 329
2025
Q1 		$679K Buy
11,685
+272
+2% +$14.9K 0.06% 311
2024
Q4 		$594K Sell
11,413
-955
-8% -$50.9K 0.06% 341
2024
Q3 		$631K Buy
12,368
+1,185
+11% +$59.9K 0.07% 289
2024
Q2 		$509K Sell
11,183
-262
-2% -$11.6K 0.08% 218
2024
Q1 		$499K Sell
11,445
-105
-0.9% -$4.35K 0.08% 235
2023
Q4 		$466K Buy
11,550
+1,372
+13% +$56.7K 0.06% 287
2023
Q3 		$428K Buy
10,178
+337
+3% +$14.9K 0.09% 176
2023
Q2 		$446K Sell
9,841
-1,330
-12% -$60.2K 0.07% 245
2023
Q1 		$498K Sell
11,171
-453
-4% -$20.8K 0.08% 195
2022
Q4 		$531K Buy
11,624
+1,446
+14% +$65.5K 0.1% 145
2022
Q3 		$428K Buy
10,178
+164
+2% +$7.15K 0.09% 176
2022
Q2 		$432K Buy
10,014
+1,536
+18% +$79.5K 0.1% 141
2022
Q1 		$459K Buy
+8,478
New +$432K 0.09% 171

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

Silver Oak Securities's MO Position: Q1 2026 in Review

Silver Oak Securities increased its Altria Group (MO) stake by 4.6% in Q1 2026, buying an estimated $89.8K and bringing the position to 31,902 shares worth $2.11M. The position accounts for 0.15% of the portfolio, ranked #146.

Silver Oak Securities first reported a position in MO in Q1 2022 and has held it in 17 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Silver Oak Securities held 31,902 shares of Altria Group worth $2.11M as of Q1 2026.
  • Silver Oak Securities bought 1,395 Altria Group shares in Q1 2026, an estimated $89.8K.
  • Altria Group made up 0.15% of Silver Oak Securities's portfolio in Q1 2026, its #146 holding.
  • Silver Oak Securities first reported a position in Altria Group in Q1 2022 and has held it in 17 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.