SimplyRich
MO icon

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
Q3 		$417K Hold
6,199
– – 0.1% 168
2026
Q2 		$446K Hold
6,199
– – 0.1% 137
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SimplyRich's MO Position: Q3 2026 in Review

SimplyRich held its Altria Group (MO) position steady in Q3 2026 at 6,199 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #168.

SimplyRich first reported a position in MO in Q4 2017 and has held it in 11 quarters since. The position peaked at $952K in Q4 2017. 1,737 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • SimplyRich held 6,199 shares of Altria Group worth $417K as of Q3 2026.
  • SimplyRich left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.1% of SimplyRich's portfolio in Q3 2026, its #168 holding.
  • SimplyRich first reported a position in Altria Group in Q4 2017 and has held it in 11 quarters since.
  • SimplyRich's Altria Group position peaked at $952K in Q4 2017.
  • 1,737 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.