Simplex Trading
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Simplex Trading’s Altria Group MO Stock Holding History

Simplex Trading’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 		$2.68M Buy
+40,668
New +$2.62M ﹤0.01% 1573
2025
Q1 		– Sell
-27,915
Closed -$1.52M – 9217
2024
Q4 		$1.46M Buy
+27,915
New +$1.49M ﹤0.01% 2492
2024
Q3 		– Sell
-30,583
Closed -$1.55M – 9156
2024
Q2 		$1.39M Buy
30,583
+24,626
+413% +$1.09M ﹤0.01% 2567
2024
Q1 		$259K Buy
+5,957
New +$247K ﹤0.01% 4565
2022
Q3 		– Sell
-24,713
Closed -$1.08M – 10515
2022
Q2 		$1.03M Buy
+24,713
New +$1.28M ﹤0.01% 2587
2021
Q4 		– Sell
-162,316
Closed -$7.44M – 11044
2021
Q3 		$7.76M Buy
162,316
+3,119
+2% +$151K 0.01% 871
2021
Q2 		$7.59M Sell
159,197
-45,341
-22% -$2.23M 0.01% 872
2021
Q1 		$10.5M Buy
204,538
+64,767
+46% +$2.9M 0.02% 451
2020
Q4 		$5.73M Buy
139,771
+8,221
+6% +$330K 0.01% 897
2020
Q3 		$5.08M Buy
131,550
+61,756
+88% +$2.57M 0.01% 858
2020
Q2 		$2.74M Buy
+69,794
New +$2.72M ﹤0.01% 1262
2019
Q4 		– Sell
-35,525
Closed -$1.68M – 7698
2019
Q3 		$1.45M Buy
+35,525
New +$1.63M ﹤0.01% 1604
2019
Q1 		– Sell
-61,059
Closed -$3.12M – 7569
2018
Q4 		$3.02M Buy
61,059
+57,677
+1,705% +$3.34M 0.01% 839
2018
Q3 		$203K Buy
+3,382
New +$201K ﹤0.01% 3628
2017
Q4 		– Sell
-13,159
Closed -$882K – 6403
2017
Q3 		$834K Buy
+13,159
New +$877K 0.03% 435
2017
Q2 		– Sell
-184,406
Closed -$13.5M – 6520
2017
Q1 		$13.2M Buy
+184,406
New +$13.3M 0.57% 27
2016
Q4 		– Sell
-16,355
Closed -$1.05M – 6269
2016
Q3 		$1.03M Buy
+16,355
New +$1.09M 0.07% 246
2016
Q2 		– Sell
-7,673
Closed -$491K – 6204
2016
Q1 		$480K Buy
+7,673
New +$464K 0.04% 462
2015
Q2 		– Sell
-11,152
Closed -$565K – 5592
2015
Q1 		$557K Buy
+11,152
New +$592K 0.06% 295

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

Simplex Trading's MO Position: Q1 2026 in Review

Simplex Trading opened a new position in Altria Group (MO) in Q1 2026: 40,668 shares worth $2.68M. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings. This is a return to the name: Simplex Trading previously reported a position in MO as recently as Q4 2024.

Simplex Trading first reported a position in MO in Q1 2015 and has held it in 19 quarters since. The position peaked at $13.2M in Q1 2017. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Simplex Trading held 40,668 shares of Altria Group worth $2.68M as of Q1 2026.
  • Altria Group was a new Simplex Trading position in Q1 2026.
  • Altria Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1573 holding.
  • Simplex Trading first reported a position in Altria Group in Q1 2015 and has held it in 19 quarters since.
  • Simplex Trading's Altria Group position peaked at $13.2M in Q1 2017.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.