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ORG Wealth Partners’s Altria Group MO Stock Holding History

ORG Wealth 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
2026
Q2 		$440K Sell
6,116
-3,187
-34% -$222K 0.07% 156
2026
Q1 		$614K Buy
9,303
+697
+8% +$44.8K 0.12% 111
2025
Q4 		$496K Buy
8,606
+386
+5% +$23.3K 0.12% 123
2025
Q3 		$543K Buy
8,220
+1,023
+14% +$64.8K 0.12% 119
2025
Q2 		$418K Sell
7,197
-45
-0.6% -$2.64K 0.1% 130
2025
Q1 		$426K Buy
7,242
+1,548
+27% +$84.5K 0.13% 132
2024
Q4 		$298K Buy
5,694
+16
+0.3% +$852 0.09% 100
2024
Q3 		$290K Buy
+5,678
New +$287K 0.1% 96

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORG Wealth Partners's MO Position: Q2 2026 in Review

ORG Wealth Partners reduced its Altria Group (MO) stake by 34% in Q2 2026, selling an estimated $222K and leaving 6,116 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #156.

ORG Wealth Partners first reported a position in MO in Q3 2024 and has held it in 8 quarters since. The position peaked at $614K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • ORG Wealth Partners held 6,116 shares of Altria Group worth $440K as of Q2 2026.
  • ORG Wealth Partners sold 3,187 Altria Group shares in Q2 2026, an estimated $222K.
  • Altria Group made up 0.07% of ORG Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • ORG Wealth Partners first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Altria Group position peaked at $614K in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.