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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
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 $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

Simplicity Wealth's MO Position: Q1 2026 in Review

Simplicity Wealth reduced its Altria Group (MO) stake by 3.5% in Q1 2026, selling an estimated $95.7K and leaving 40,618 shares worth $2.68M. The position accounts for 0.15% of the portfolio, ranked #140.

Simplicity Wealth first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.5M in Q1 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Simplicity Wealth held 40,618 shares of Altria Group worth $2.68M as of Q1 2026.
  • Simplicity Wealth sold 1,487 Altria Group shares in Q1 2026, an estimated $95.7K.
  • Altria Group made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #140 holding.
  • Simplicity Wealth first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Altria Group position peaked at $3.5M in Q1 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.