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Orion Portfolio Solutions’s Altria Group MO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$9.38M Buy
156,357
+11,401
+8% +$622K 0.09% 216
2024
Q4 		$7.58M Buy
144,956
+7,498
+5% +$399K 0.08% 238
2024
Q3 		$7.02M Sell
137,458
-2,517
-2% -$127K 0.07% 268
2024
Q2 		$6.38M Sell
139,975
-8,050
-5% -$357K 0.07% 266
2024
Q1 		$6.46M Sell
148,025
-14,090
-9% -$584K 0.07% 274
2023
Q4 		$6.79M Sell
162,115
-16,720
-9% -$691K 0.08% 244
2023
Q3 		$7.52M Sell
178,835
-16,310
-8% -$721K 0.09% 213
2023
Q2 		$8.84M Sell
195,145
-16,578
-8% -$751K 0.09% 212
2023
Q1 		$9.45M Buy
211,723
+189,743
+863% +$8.72M 0.12% 167
2022
Q4 		$1M Sell
21,980
-5,253
-19% -$238K 0.04% 308
2022
Q3 		$1.1M Buy
27,233
+5,997
+28% +$262K 0.04% 239
2022
Q2 		$887K Buy
21,236
+239
+1% +$12.4K 0.04% 273
2022
Q1 		$1.1M Sell
20,997
-1,650
-7% -$84K 0.04% 248
2021
Q4 		$1.07M Buy
22,647
+98
+0.4% +$4.49K 0.04% 256
2021
Q3 		$1.03M Buy
22,549
+4,809
+27% +$232K 0.04% 253
2021
Q2 		$846K Sell
17,740
-1,357
-7% -$66.7K 0.03% 259
2021
Q1 		$977K Buy
19,097
+4,925
+35% +$221K 0.04% 209
2020
Q4 		$581K Sell
14,172
-215
-1% -$8.63K 0.03% 277
2020
Q3 		$556K Sell
14,387
-752
-5% -$31.3K 0.03% 249
2020
Q2 		$594K Sell
15,139
-6,399
-30% -$250K 0.03% 213
2020
Q1 		$833K Buy
21,538
+1,458
+7% +$64.7K 0.06% 143
2019
Q4 		$1M Buy
+20,080
New +$947K 0.08% 135

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's MO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Altria Group (MO) stake by 7.9% in Q1 2025, buying an estimated $622K and bringing the position to 156,357 shares worth $9.38M. The position accounts for 0.09% of the portfolio, ranked #216.

Orion Portfolio Solutions first reported a position in MO in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.45M in Q1 2023. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Orion Portfolio Solutions held 156,357 shares of Altria Group worth $9.38M as of Q1 2025.
  • Orion Portfolio Solutions bought 11,401 Altria Group shares in Q1 2025, an estimated $622K.
  • Altria Group made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #216 holding.
  • Orion Portfolio Solutions first reported a position in Altria Group in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Altria Group position peaked at $9.45M in Q1 2023.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.