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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
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

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

SimplyRich's MO Position: Q2 2026 in Review

SimplyRich held its Altria Group (MO) position steady in Q2 2026 at 6,199 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #137.

SimplyRich first reported a position in MO in Q4 2017 and has held it in 10 quarters since. The position peaked at $952K in Q4 2017. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • SimplyRich held 6,199 shares of Altria Group worth $446K as of Q2 2026.
  • SimplyRich left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.1% of SimplyRich's portfolio in Q2 2026, its #137 holding.
  • SimplyRich first reported a position in Altria Group in Q4 2017 and has held it in 10 quarters since.
  • SimplyRich's Altria Group position peaked at $952K in Q4 2017.
  • 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.