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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 $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

Bluefin Capital Management's MO Position: Q2 2026 in Review

Bluefin Capital Management opened a new position in Altria Group (MO) in Q2 2026: 3,100 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #90 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in MO as recently as Q4 2025.

Bluefin Capital Management first reported a position in MO in Q2 2013 and has held it in 39 quarters since. The position peaked at $22.7M in Q1 2021. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Bluefin Capital Management held 3,100 shares of Altria Group worth $223K as of Q2 2026.
  • Altria Group was a new Bluefin Capital Management position in Q2 2026.
  • Altria Group made up 0.06% of Bluefin Capital Management's portfolio in Q2 2026, its #90 holding.
  • Bluefin Capital Management first reported a position in Altria Group in Q2 2013 and has held it in 39 quarters since.
  • Bluefin Capital Management's Altria Group position peaked at $22.7M in Q1 2021.
  • 2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bluefin Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.