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Orion Investment Company’s Altria Group MO Stock Holding History

Orion Investment Company’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 		$598K Buy
8,310
+14
+0.2% +$977 0.17% 54
2026
Q1 		$547K Hold
8,296
– – 0.17% 54
2025
Q4 		$478K Hold
8,296
– – 0.15% 56
2025
Q3 		$548K Hold
8,296
– – 0.17% 53
2025
Q2 		$486K Hold
8,296
– – 0.17% 51
2025
Q1 		$498K Hold
8,296
– – 0.2% 51
2024
Q4 		$434K Buy
8,296
+995
+14% +$53K 0.17% 50
2024
Q3 		$373K Hold
7,301
– – 0.14% 53
2024
Q2 		$333K Buy
+7,301
New +$324K 0.13% 54

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 $3.38T AUM 44.17% 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 Investment Company's MO Position: Q2 2026 in Review

Orion Investment Company increased its Altria Group (MO) stake by 0.17% in Q2 2026, buying an estimated $977 and bringing the position to 8,310 shares worth $598K. The position accounts for 0.17% of the portfolio, ranked #54.

Orion Investment Company first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 2,574 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Orion Investment Company held 8,310 shares of Altria Group worth $598K as of Q2 2026.
  • Orion Investment Company bought 14 Altria Group shares in Q2 2026, an estimated $977.
  • Altria Group made up 0.17% of Orion Investment Company's portfolio in Q2 2026, its #54 holding.
  • Orion Investment Company first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • 2,574 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.