ORG Partners’s Altria Group MO Stock Holding History

ORG Partners’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
2025 Q4	$1.52M	Buy	26,317 +162	+0.6%	+$9.78K	0.27%	82
2025 Q3	$1.73M	Buy	26,155 +904	+4%	+$57.3K	0.32%	69
2025 Q2	$1.47M	Buy	25,251 +6,811	+37%	+$400K	0.31%	71
2025 Q1	$1.09M	Sell	18,440 -1,452	-7%	-$79.3K	0.27%	73
2024 Q4	$1.04M	Buy	19,892 +627	+3%	+$33.4K	0.14%	111
2024 Q3	$984K	Sell	19,265 -23,821	-55%	-$1.2M	0.16%	111
2024 Q2	$1.98M	Buy	43,086 +35,025	+434%	+$1.55M	0.25%	81
2024 Q1	$348K	Sell	8,061 -48,130	-86%	-$2M	0.66%	22
2023 Q4	$2.27M	Buy	56,191 +28,241	+101%	+$1.17M	0.38%	54
2023 Q3	$1.18M	Sell	27,950 -27,649	-50%	-$1.22M	0.35%	62
2023 Q2	$2.54M	Buy	55,599 +13,210	+31%	+$598K	0.41%	50
2023 Q1	$1.9M	Buy	+42,389	New	+$1.95M	0.46%	42

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ORG Partners's MO Position: Q4 2025 in Review

ORG Partners increased its Altria Group (MO) stake by 0.62% in Q4 2025, buying an estimated $9.78K and bringing the position to 26,317 shares worth $1.52M. The position accounts for 0.27% of the portfolio, ranked #82.

ORG Partners first reported a position in MO in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q2 2023. 2,384 funds tracked by Wall St. Rank hold MO as of Q4 2025.

ORG Partners held 26,317 shares of Altria Group worth $1.52M as of Q4 2025.
ORG Partners bought 162 Altria Group shares in Q4 2025, an estimated $9.78K.
Altria Group made up 0.27% of ORG Partners's portfolio in Q4 2025, its #82 holding.
ORG Partners first reported a position in Altria Group in Q1 2023 and has held it in 12 quarters since.
ORG Partners's Altria Group position peaked at $2.54M in Q2 2023.
2,384 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.