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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

O'Rourke & Company's MO Position: Q1 2026 in Review

O'Rourke & Company increased its Altria Group (MO) stake by 0.62% in Q1 2026, buying an estimated $2.96K and bringing the position to 7,460 shares worth $492K. The position accounts for 0.19% of the portfolio, ranked #100.

O'Rourke & Company first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • O'Rourke & Company held 7,460 shares of Altria Group worth $492K as of Q1 2026.
  • O'Rourke & Company bought 46 Altria Group shares in Q1 2026, an estimated $2.96K.
  • Altria Group made up 0.19% of O'Rourke & Company's portfolio in Q1 2026, its #100 holding.
  • O'Rourke & Company first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.