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O'Rourke & Company’s Altria Group MO Stock Holding History

O'Rourke & 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 		$582K Buy
8,083
+623
+8% +$43.5K 0.2% 102
2026
Q1 		$492K Buy
7,460
+46
+0.6% +$2.96K 0.19% 100
2025
Q4 		$427K Buy
7,414
+432
+6% +$26.1K 0.17% 113
2025
Q3 		$461K Buy
6,982
+575
+9% +$36.4K 0.19% 102
2025
Q2 		$376K Buy
6,407
+287
+5% +$16.9K 0.18% 118
2025
Q1 		$367K Buy
6,120
+35
+0.6% +$1.91K 0.18% 113
2024
Q4 		$318K Buy
6,085
+1,714
+39% +$91.3K 0.16% 127
2024
Q3 		$223K Buy
+4,371
New +$221K 0.11% 137

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

O'Rourke & Company's MO Position: Q2 2026 in Review

O'Rourke & Company increased its Altria Group (MO) stake by 8.4% in Q2 2026, buying an estimated $43.5K and bringing the position to 8,083 shares worth $582K. The position accounts for 0.2% of the portfolio, ranked #102.

O'Rourke & Company first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • O'Rourke & Company held 8,083 shares of Altria Group worth $582K as of Q2 2026.
  • O'Rourke & Company bought 623 Altria Group shares in Q2 2026, an estimated $43.5K.
  • Altria Group made up 0.2% of O'Rourke & Company's portfolio in Q2 2026, its #102 holding.
  • O'Rourke & Company first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.