Orca Wealth Management’s Altria Group MO Stock Holding History

Orca Wealth 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	$287K	Sell	3,993 -351	-8%	-$24.5K	0.17%	66
2026 Q1	$287K	Sell	4,344 -16	-0.4%	-$1.03K	0.2%	60
2025 Q4	$279K	Sell	4,360 -53	-1%	-$3.2K	0.2%	60
2025 Q3	$292K	Sell	4,413 -84	-2%	-$5.32K	0.22%	59
2025 Q2	$264K	Buy	4,497 +74	+2%	+$4.35K	0.22%	57
2025 Q1	$265K	Buy	4,423 +84	+2%	+$4.59K	0.24%	55
2024 Q4	$227K	Buy	+4,339	New	+$231K	0.2%	60

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Orca Wealth Management's MO Position: Q2 2026 in Review

Orca Wealth Management reduced its Altria Group (MO) stake by 8.1% in Q2 2026, selling an estimated $24.5K and leaving 3,993 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #66.

Orca Wealth Management first reported a position in MO in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Orca Wealth Management held 3,993 shares of Altria Group worth $287K as of Q2 2026.
Orca Wealth Management sold 351 Altria Group shares in Q2 2026, an estimated $24.5K.
Altria Group made up 0.17% of Orca Wealth Management's portfolio in Q2 2026, its #66 holding.
Orca Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Altria Group position peaked at $292K in Q3 2025.
1,227 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.