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 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%	+$2.27K	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 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

Bluesphere Advisors's MO Position: Q2 2026 in Review

Bluesphere Advisors increased its Altria Group (MO) stake by 1% in Q2 2026, buying an estimated $4.96K and bringing the position to 6,867 shares worth $494K. The position accounts for 0.15% of the portfolio, ranked #70.

Bluesphere Advisors first reported a position in MO in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.25M in Q1 2021. 2,573 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Bluesphere Advisors held 6,867 shares of Altria Group worth $494K as of Q2 2026.
Bluesphere Advisors bought 71 Altria Group shares in Q2 2026, an estimated $4.96K.
Altria Group made up 0.15% of Bluesphere Advisors's portfolio in Q2 2026, its #70 holding.
Bluesphere Advisors first reported a position in Altria Group in Q4 2020 and has held it in 17 quarters since.
Bluesphere Advisors's Altria Group position peaked at $1.25M in Q1 2021.
2,573 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.