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Optas LLC’s Altria Group MO Stock Holding History

Optas LLC’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 		$485K Buy
6,739
+249
+4% +$17.4K 0.07% 189
2026
Q1 		$428K Buy
6,490
+747
+13% +$48.1K 0.06% 195
2025
Q4 		$331K Buy
5,743
+820
+17% +$49.5K 0.05% 267
2025
Q3 		$325K Buy
4,923
+407
+9% +$25.8K 0.06% 231
2025
Q2 		$265K Buy
4,516
+825
+22% +$48.5K 0.05% 242
2025
Q1 		$222K Buy
+3,691
New +$202K 0.04% 261

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Optas LLC's MO Position: Q2 2026 in Review

Optas LLC increased its Altria Group (MO) stake by 3.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 6,739 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #189.

Optas LLC first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 1,464 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Optas LLC held 6,739 shares of Altria Group worth $485K as of Q2 2026.
  • Optas LLC bought 249 Altria Group shares in Q2 2026, an estimated $17.4K.
  • Altria Group made up 0.07% of Optas LLC's portfolio in Q2 2026, its #189 holding.
  • Optas LLC first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.