Ogorek Anthony Joseph’s Altria Group MO Stock Holding History

Ogorek Anthony Joseph’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	$42K	Buy	593 +6	+1%	+$419	0.01%	200
2026 Q1	$38K	Buy	587 +49	+9%	+$3.15K	0.01%	198
2025 Q4	$31K	Sell	538 -97	-15%	-$5.86K	0.01%	209
2025 Q3	$41K	Buy	635 +16	+3%	+$1.01K	0.01%	183
2025 Q2	$36K	Buy	619 +7	+1%	+$411	0.01%	192
2025 Q1	$36K	Buy	612 +187	+44%	+$10.2K	0.01%	189
2024 Q4	$22K	Buy	425 +8	+2%	+$426	0.01%	170
2024 Q3	$21K	Buy	417 +9	+2%	+$455	0.01%	171
2024 Q2	$18K	Buy	408 +8	+2%	+$355	0.01%	175
2024 Q1	$17K	Hold	400	–	–	0.01%	180
2023 Q4	$16K	Hold	400	–	–	0.01%	189
2023 Q3	$16K	Hold	400	–	–	0.01%	182
2023 Q2	$18K	Hold	400	–	–	0.01%	166
2023 Q1	$17K	Hold	400	–	–	0.01%	167
2022 Q4	$18K	Hold	400	–	–	0.01%	131
2022 Q3	$16K	Hold	400	–	–	0.01%	126
2022 Q2	$16K	Hold	400	–	–	0.01%	133
2022 Q1	$20K	Hold	400	–	–	0.01%	138
2021 Q4	$18K	Hold	400	–	–	0.01%	142
2021 Q3	$18K	Hold	400	–	–	0.01%	141
2021 Q2	$19K	Hold	400	–	–	0.01%	130
2021 Q1	$20K	Hold	400	–	–	0.01%	115
2020 Q4	$16K	Buy	+400	New	+$16.1K	0.01%	116
2019 Q3	–	Sell	-235	Closed	-$11K	–	174
2019 Q2	$11K	Hold	235	–	–	0.01%	103
2019 Q1	$13K	Hold	235	–	–	0.01%	92
2018 Q4	$11K	Hold	235	–	–	0.01%	95
2018 Q3	$14K	Hold	235	–	–	0.01%	87
2018 Q2	$13K	Buy	+235	New	+$13.6K	0.01%	77

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ogorek Anthony Joseph's MO Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Altria Group (MO) stake by 1% in Q2 2026, buying an estimated $419 and bringing the position to 593 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #200.

Ogorek Anthony Joseph first reported a position in MO in Q2 2018 and has held it in 28 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Ogorek Anthony Joseph held 593 shares of Altria Group worth $42K as of Q2 2026.
Ogorek Anthony Joseph bought 6 Altria Group shares in Q2 2026, an estimated $419.
Altria Group made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #200 holding.
Ogorek Anthony Joseph first reported a position in Altria Group in Q2 2018 and has held it in 28 quarters since.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.