Bluesphere Advisors
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Bluesphere Advisors’s Altria Group MO Stock Holding History

Bluesphere Advisors’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
Q3 		$410K Sell
6,088
-779
-11% -$54.1K 0.13% 75
2026
Q2 		$494K Buy
6,867
+71
+1% +$4.96K 0.15% 70
2026
Q1 		$448K Buy
6,796
+35
+0.5% +$2.25K 0.16% 67
2025
Q4 		$390K Sell
6,761
-354
-5% -$21.4K 0.17% 66
2025
Q3 		$470K Buy
7,115
+140
+2% +$8.87K 0.22% 59
2025
Q2 		$409K Buy
6,975
+2,631
+61% +$155K 0.2% 60
2025
Q1 		$261K Buy
4,344
+477
+12% +$26K 0.15% 74
2024
Q4 		$202K Buy
+3,867
New +$206K 0.1% 102
2024
Q1 		– Sell
-5,344
Closed -$216K – 94
2023
Q4 		$216K Buy
5,344
+71
+1% +$2.94K 0.13% 84
2023
Q3 		$222K Buy
5,273
+62
+1% +$2.74K 0.16% 73
2023
Q2 		$236K Buy
5,211
+58
+1% +$2.63K 0.16% 73
2023
Q1 		$230K Buy
5,153
+60
+1% +$2.76K 0.19% 72
2022
Q4 		$233K Buy
5,093
+50
+1% +$2.26K 0.21% 76
2022
Q3 		$204K Buy
5,043
+50
+1% +$2.18K 0.2% 70
2022
Q2 		$209K Buy
4,993
+687
+16% +$35.6K 0.2% 79
2022
Q1 		$225K Buy
+4,306
New +$219K 0.19% 86
2021
Q2 		– Sell
-24,399
Closed -$1.25M – 93
2021
Q1 		$1.25M Buy
24,399
+10,484
+75% +$470K 1.13% 23
2020
Q4 		$570K Buy
+13,915
New +$559K 0.61% 32

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bluesphere Advisors's MO Position: Q3 2026 in Review

Bluesphere Advisors reduced its Altria Group (MO) stake by 11% in Q3 2026, selling an estimated $54.1K and leaving 6,088 shares worth $410K. The position accounts for 0.13% of the portfolio, ranked #75.

Bluesphere Advisors first reported a position in MO in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.25M in Q1 2021. 1,612 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Bluesphere Advisors held 6,088 shares of Altria Group worth $410K as of Q3 2026.
  • Bluesphere Advisors sold 779 Altria Group shares in Q3 2026, an estimated $54.1K.
  • Altria Group made up 0.13% of Bluesphere Advisors's portfolio in Q3 2026, its #75 holding.
  • Bluesphere Advisors first reported a position in Altria Group in Q4 2020 and has held it in 18 quarters since.
  • Bluesphere Advisors's Altria Group position peaked at $1.25M in Q1 2021.
  • 1,612 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.