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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
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% +$2.27K 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

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

Bluesphere Advisors's MO Position: Q1 2026 in Review

Bluesphere Advisors increased its Altria Group (MO) stake by 0.52% in Q1 2026, buying an estimated $2.25K and bringing the position to 6,796 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #67.

Bluesphere Advisors first reported a position in MO in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2021. 2,484 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Bluesphere Advisors held 6,796 shares of Altria Group worth $448K as of Q1 2026.
  • Bluesphere Advisors bought 35 Altria Group shares in Q1 2026, an estimated $2.25K.
  • Altria Group made up 0.16% of Bluesphere Advisors's portfolio in Q1 2026, its #67 holding.
  • Bluesphere Advisors first reported a position in Altria Group in Q4 2020 and has held it in 16 quarters since.
  • Bluesphere Advisors's Altria Group position peaked at $1.25M in Q1 2021.
  • 2,484 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.