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Simplicity Wealth’s Altria Group MO Stock Holding History

Simplicity Wealth’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 		$3.3M Buy
45,855
+5,237
+13% +$366K 0.11% 191
2026
Q1 		$2.68M Sell
40,618
-1,487
-4% -$95.7K 0.15% 140
2025
Q4 		$2.43M Sell
42,105
-6,393
-13% -$386K 0.14% 152
2025
Q3 		$3.2M Buy
48,498
+8,957
+23% +$567K 0.19% 123
2025
Q2 		$2.32M Sell
39,541
-18,727
-32% -$1.1M 0.1% 195
2025
Q1 		$3.5M Buy
58,268
+35,168
+152% +$1.92M 0.27% 86
2024
Q4 		$1.21M Sell
23,100
-1,049
-4% -$55.9K 0.25% 73
2024
Q3 		$1.23M Sell
24,149
-32,036
-57% -$1.62M 0.11% 163
2024
Q2 		$2.56M Buy
56,185
+7,913
+16% +$351K 0.06% 310
2024
Q1 		$2.11M Buy
+48,272
New +$2M 0.05% 345

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

Simplicity Wealth's MO Position: Q2 2026 in Review

Simplicity Wealth increased its Altria Group (MO) stake by 13% in Q2 2026, buying an estimated $366K and bringing the position to 45,855 shares worth $3.3M. The position accounts for 0.11% of the portfolio, ranked #191.

Simplicity Wealth first reported a position in MO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.5M in Q1 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Simplicity Wealth held 45,855 shares of Altria Group worth $3.3M as of Q2 2026.
  • Simplicity Wealth bought 5,237 Altria Group shares in Q2 2026, an estimated $366K.
  • Altria Group made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #191 holding.
  • Simplicity Wealth first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Altria Group position peaked at $3.5M in Q1 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.