Orca Wealth Management
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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
Q3 		$713K Buy
10,584
+6,591
+165% +$458K 0.42% 46
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Orca Wealth Management's MO Position: Q3 2026 in Review

Orca Wealth Management increased its Altria Group (MO) stake by 165% in Q3 2026, buying an estimated $458K and bringing the position to 10,584 shares worth $713K. The position accounts for 0.42% of the portfolio, ranked #46.

Orca Wealth Management first reported a position in MO in Q4 2024 and has held it in 8 quarters since. 1,109 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Orca Wealth Management held 10,584 shares of Altria Group worth $713K as of Q3 2026.
  • Orca Wealth Management bought 6,591 Altria Group shares in Q3 2026, an estimated $458K.
  • Altria Group made up 0.42% of Orca Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Orca Wealth Management first reported a position in Altria Group in Q4 2024 and has held it in 8 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.