Simon Quick Advisors
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Simon Quick Advisors’s Altria Group MO Stock Holding History

Simon Quick 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 		$609K Buy
+9,040
New +$628K 0.02% 268
2026
Q1 		– Sell
-4,203
Closed -$242K – 401
2025
Q4 		$242K Buy
4,203
+885
+27% +$53.4K 0.01% 345
2025
Q3 		$219K Buy
+3,318
New +$210K 0.01% 374
2025
Q2 		– Sell
-11,531
Closed -$692K – 525
2025
Q1 		$692K Buy
11,531
+1,098
+11% +$59.9K 0.04% 229
2024
Q4 		$546K Buy
10,433
+2,148
+26% +$114K 0.03% 233
2024
Q3 		$423K Buy
8,285
+1,697
+26% +$85.8K 0.03% 262
2024
Q2 		$300K Buy
6,588
+1,929
+41% +$85.6K 0.02% 286
2024
Q1 		$203K Buy
+4,659
New +$193K 0.02% 387
2022
Q2 		– Sell
-183
Closed -$10K – 317
2022
Q1 		$10K Sell
183
-19
-9% -$968 ﹤0.01% 301
2021
Q4 		$10K Sell
202
-4
-2% -$183 ﹤0.01% 311
2021
Q3 		$9K Buy
206
+38
+23% +$1.84K ﹤0.01% 354
2021
Q2 		$8K Sell
168
-199
-54% -$9.8K ﹤0.01% 388
2021
Q1 		$18K Buy
367
+200
+120% +$8.96K 0.01% 361
2020
Q4 		$7K Buy
167
+43
+35% +$1.73K ﹤0.01% 387
2020
Q3 		$5K Buy
+124
New +$5.16K ﹤0.01% 370
2020
Q1 		– Sell
-538
Closed -$27K – 625
2019
Q4 		$27K Buy
538
+451
+518% +$21.3K 0.01% 301
2019
Q3 		$4K Buy
+87
New +$4K ﹤0.01% 321
2019
Q1 		– Sell
-1,097
Closed -$54K – 427
2018
Q4 		$54K Buy
1,097
+947
+631% +$54.9K 0.02% 176
2018
Q3 		$9K Sell
150
-100
-40% -$5.94K ﹤0.01% 245
2018
Q2 		$14K Buy
250
+100
+67% +$5.77K 0.01% 253
2018
Q1 		$9K Hold
150
– – ﹤0.01% 242
2017
Q4 		$11K Hold
150
– – ﹤0.01% 332
2017
Q3 		$10K Hold
150
– – ﹤0.01% 425
2017
Q2 		$11K Sell
150
-41
-21% -$3K 0.01% 233
2017
Q1 		$14K Hold
191
– – 0.01% 237
2016
Q4 		$13K Buy
+191
New +$12.3K 0.01% 196

Other funds holding MO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Simon Quick Advisors's MO Position: Q3 2026 in Review

Simon Quick Advisors opened a new position in Altria Group (MO) in Q3 2026: 9,040 shares worth $609K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in MO as recently as Q4 2025.

Simon Quick Advisors first reported a position in MO in Q4 2016 and has held it in 26 quarters since. The position peaked at $692K in Q1 2025. 919 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Simon Quick Advisors held 9,040 shares of Altria Group worth $609K as of Q3 2026.
  • Altria Group was a new Simon Quick Advisors position in Q3 2026.
  • Altria Group made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #268 holding.
  • Simon Quick Advisors first reported a position in Altria Group in Q4 2016 and has held it in 26 quarters since.
  • Simon Quick Advisors's Altria Group position peaked at $692K in Q1 2025.
  • 919 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.