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SimplyRich’s Altria Group MO Stock Holding History

SimplyRich’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 		$409K Sell
6,199
-19
-0.3% -$1.22K 0.1% 173
2025
Q4 		$358K Sell
6,218
-110
-2% -$6.64K 0.09% 161
2025
Q3 		$418K Sell
6,328
-14
-0.2% -$887 0.11% 152
2025
Q2 		$371K Hold
6,342
– – 0.1% 165
2025
Q1 		$380K Buy
6,342
+5
+0.1% +$273 0.11% 158
2024
Q4 		$331K Buy
6,337
+412
+7% +$21.9K 0.09% 168
2024
Q3 		$302K Buy
+5,925
New +$299K 0.08% 177
2018
Q2 		– Sell
-11,683
Closed -$728K – 166
2018
Q1 		$728K Sell
11,683
-1,652
-12% -$109K 0.41% 79
2017
Q4 		$952K Buy
+13,335
New +$894K 0.53% 60

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

SimplyRich's MO Position: Q1 2026 in Review

SimplyRich reduced its Altria Group (MO) stake by 0.31% in Q1 2026, selling an estimated $1.22K and leaving 6,199 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #173.

SimplyRich first reported a position in MO in Q4 2017 and has held it in 9 quarters since. The position peaked at $952K in Q4 2017. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • SimplyRich held 6,199 shares of Altria Group worth $409K as of Q1 2026.
  • SimplyRich sold 19 Altria Group shares in Q1 2026, an estimated $1.22K.
  • Altria Group made up 0.1% of SimplyRich's portfolio in Q1 2026, its #173 holding.
  • SimplyRich first reported a position in Altria Group in Q4 2017 and has held it in 9 quarters since.
  • SimplyRich's Altria Group position peaked at $952K in Q4 2017.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.