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Bluefin Capital Management’s Altria Group MO Stock Holding History

Bluefin Capital Management’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
2024
Q1 		– Sell
-184,000
Closed -$2.76K – 237
2023
Q4 		$2.76K Buy
+184,000
New +$7.61M ﹤0.01% 211
2016
Q3 		– Sell
-39,000
Closed -$88K – 532
2016
Q2 		$88K Buy
+39,000
New +$2.5M 0.01% 337

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

Bluefin Capital Management's MO Position: Q1 2026 in Review

Bluefin Capital Management sold out of Altria Group (MO) in Q1 2026, closing a stake of 16,833 shares — an estimated $971K sold.

Bluefin Capital Management first reported a position in MO in Q2 2013 and held it in 38 quarters. The position peaked at $22.7M in Q1 2021. 2,486 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Bluefin Capital Management reported no remaining Altria Group position as of Q1 2026 after selling out during the quarter.
  • Bluefin Capital Management sold 16,833 Altria Group shares in Q1 2026, an estimated $971K.
  • Bluefin Capital Management first reported a position in Altria Group in Q2 2013 and held it in 38 quarters.
  • Bluefin Capital Management's Altria Group position peaked at $22.7M in Q1 2021.
  • 2,486 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.