Blue Edge Capital’s Altria Group MO Stock Holding History

Blue Edge Capital’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	$209K	Buy	+3,164	New	+$204K	0.03%	131
2019 Q2	–	Sell	-4,079	Closed	-$234K	–	91
2019 Q1	$234K	Buy	4,079 +13	+0.3%	+$664	0.09%	87
2018 Q4	$201K	Buy	4,066 +11	+0.3%	+$637	0.09%	88
2018 Q3	$245K	Buy	4,055 +10	+0.2%	+$594	0.09%	86
2018 Q2	$230K	Sell	4,045 -13,132	-76%	-$757K	0.09%	84
2018 Q1	$1.07M	Buy	17,177 +8	+0%	+$530	0.43%	58
2017 Q4	$1.23M	Buy	17,169 +1,110	+7%	+$74.4K	0.49%	56
2017 Q3	$1.02M	Sell	16,059 -1,854	-10%	-$124K	0.46%	57
2017 Q2	$1.33M	Buy	17,913 +7	+0%	+$512	0.63%	43
2017 Q1	$1.28M	Buy	17,906 +14,816	+479%	+$1.07M	0.64%	48
2016 Q4	$209K	Buy	+3,090	New	+$199K	0.12%	76
2016 Q3	–	Sell	-3,077	Closed	-$212K	–	80
2016 Q2	$212K	Buy	+3,077	New	+$197K	0.12%	79
2014 Q1	–	Sell	-28,524	Closed	-$1.1M	–	72
2013 Q4	$1.1M	Buy	+28,524	New	+$1.05M	0.8%	38

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Edge Capital's MO Position: Q1 2026 in Review

Blue Edge Capital opened a new position in Altria Group (MO) in Q1 2026: 3,164 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings. This is a return to the name: Blue Edge Capital previously reported a position in MO as recently as Q1 2019.

Blue Edge Capital first reported a position in MO in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.33M in Q2 2017. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Blue Edge Capital held 3,164 shares of Altria Group worth $209K as of Q1 2026.
Altria Group was a new Blue Edge Capital position in Q1 2026.
Altria Group made up 0.03% of Blue Edge Capital's portfolio in Q1 2026, its #131 holding.
Blue Edge Capital first reported a position in Altria Group in Q4 2013 and has held it in 13 quarters since.
Blue Edge Capital's Altria Group position peaked at $1.33M in Q2 2017.
2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.