Blueprint Investment Partners’s Altria Group MO Stock Holding History

Blueprint Investment Partners’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	$747K	Sell	10,377 -1,116	-10%	-$77.9K	0.06%	120
2026 Q1	$758K	Buy	+11,493	New	+$739K	0.08%	98
2025 Q2	–	Sell	-12,123	Closed	-$728K	–	89
2025 Q1	$728K	Sell	12,123 -992	-8%	-$54.2K	0.13%	78
2024 Q4	$686K	Buy	13,115 +7,030	+116%	+$374K	0.11%	103
2024 Q3	$311K	Sell	6,085 -296	-5%	-$15K	0.06%	137
2024 Q2	$291K	Buy	+6,381	New	+$283K	0.06%	108
2023 Q2	–	Sell	-5,981	Closed	-$267K	–	193
2023 Q1	$267K	Sell	5,981 -17,399	-74%	-$800K	0.06%	194
2022 Q4	$1.07M	Buy	+23,380	New	+$1.06M	0.23%	77
2022 Q3	–	Sell	-6,691	Closed	-$279K	–	176
2022 Q2	$279K	Sell	6,691 -1,017	-13%	-$52.7K	0.08%	118
2022 Q1	$403K	Buy	+7,708	New	+$393K	0.1%	108
2021 Q4	–	Sell	-3,660	Closed	-$167K	–	253
2021 Q3	$167K	Buy	+3,660	New	+$177K	0.08%	147

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blueprint Investment Partners's MO Position: Q2 2026 in Review

Blueprint Investment Partners reduced its Altria Group (MO) stake by 9.7% in Q2 2026, selling an estimated $77.9K and leaving 10,377 shares worth $747K. The position accounts for 0.06% of the portfolio, ranked #120.

Blueprint Investment Partners first reported a position in MO in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2022. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Blueprint Investment Partners held 10,377 shares of Altria Group worth $747K as of Q2 2026.
Blueprint Investment Partners sold 1,116 Altria Group shares in Q2 2026, an estimated $77.9K.
Altria Group made up 0.06% of Blueprint Investment Partners's portfolio in Q2 2026, its #120 holding.
Blueprint Investment Partners first reported a position in Altria Group in Q3 2021 and has held it in 11 quarters since.
Blueprint Investment Partners's Altria Group position peaked at $1.07M in Q4 2022.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.