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SIMA Wealth Partners’s Altria Group MO Stock Holding History

SIMA Wealth 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 		$288K Sell
3,997
-150
-4% -$10.5K 0.2% 44
2026
Q1 		$274K Buy
4,147
+94
+2% +$6.05K 0.21% 45
2025
Q4 		$234K Hold
4,053
– – 0.18% 45
2025
Q3 		$268K Sell
4,053
-470
-10% -$29.8K 0.2% 43
2025
Q2 		$265K Sell
4,523
-4,131
-48% -$243K 0.21% 42
2025
Q1 		$519K Sell
8,654
-178
-2% -$9.72K 0.43% 26
2024
Q4 		$462K Buy
8,832
+5,918
+203% +$315K 0.39% 29
2024
Q3 		$149K Hold
2,914
– – 0.13% 53
2024
Q2 		$133K Buy
+2,914
New +$129K 0.13% 56

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIMA Wealth Partners's MO Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Altria Group (MO) stake by 3.6% in Q2 2026, selling an estimated $10.5K and leaving 3,997 shares worth $288K. The position accounts for 0.2% of the portfolio, ranked #44.

SIMA Wealth Partners first reported a position in MO in Q2 2024 and has held it in 9 quarters since. The position peaked at $519K in Q1 2025. 2,552 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SIMA Wealth Partners held 3,997 shares of Altria Group worth $288K as of Q2 2026.
  • SIMA Wealth Partners sold 150 Altria Group shares in Q2 2026, an estimated $10.5K.
  • Altria Group made up 0.2% of SIMA Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • SIMA Wealth Partners first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Altria Group position peaked at $519K in Q1 2025.
  • 2,552 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.