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Orion Capital Management’s Altria Group MO Stock Holding History

Orion Capital 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 		$140K Buy
1,939
+27
+1% +$1.89K 0.04% 179
2026
Q1 		$126K Buy
1,912
+35
+2% +$2.25K 0.04% 181
2025
Q4 		$108K Buy
1,877
+29
+2% +$1.75K 0.04% 196
2025
Q3 		$122K Buy
1,848
+32
+2% +$2.03K 0.04% 180
2025
Q2 		$106K Buy
1,816
+31
+2% +$1.82K 0.04% 176
2025
Q1 		$107K Buy
+1,785
New +$97.5K 0.05% 170

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

Orion Capital Management's MO Position: Q2 2026 in Review

Orion Capital Management increased its Altria Group (MO) stake by 1.4% in Q2 2026, buying an estimated $1.89K and bringing the position to 1,939 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #179.

Orion Capital Management first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Orion Capital Management held 1,939 shares of Altria Group worth $140K as of Q2 2026.
  • Orion Capital Management bought 27 Altria Group shares in Q2 2026, an estimated $1.89K.
  • Altria Group made up 0.04% of Orion Capital Management's portfolio in Q2 2026, its #179 holding.
  • Orion Capital Management first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.