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Boreal Capital Management’s Altria Group MO Stock Holding History

Boreal 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
2026
Q1 		$87.2K Hold
1,300
– – 0.07% 155
2025
Q4 		$76.3K Hold
1,300
– – 0.06% 175
2025
Q3 		$87.3K Hold
1,300
– – 0.07% 176
2025
Q2 		$77.4K Buy
+1,300
New +$76.3K 0.06% 186

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

Boreal Capital Management's MO Position: Q1 2026 in Review

Boreal Capital Management held its Altria Group (MO) position steady in Q1 2026 at 1,300 shares worth $87.2K. The position accounts for 0.07% of the portfolio, ranked #155.

Boreal Capital Management first reported a position in MO in Q2 2025 and has held it in 4 quarters since. The position peaked at $87.3K in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Boreal Capital Management held 1,300 shares of Altria Group worth $87.2K as of Q1 2026.
  • Boreal Capital Management left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.07% of Boreal Capital Management's portfolio in Q1 2026, its #155 holding.
  • Boreal Capital Management first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Altria Group position peaked at $87.3K in Q3 2025.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.