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Evelyn Partners Asset Management’s Altria Group MO Stock Holding History

Evelyn Partners Asset Management’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 		$11.9K Hold
181
– – ﹤0.01% 250
2025
Q4 		$10.4K Buy
+181
New +$10.9K ﹤0.01% 230

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

Evelyn Partners Asset Management's MO Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Altria Group (MO) position steady in Q1 2026 at 181 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Evelyn Partners Asset Management first reported a position in MO in Q4 2025 and has held it in 2 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Evelyn Partners Asset Management held 181 shares of Altria Group worth $11.9K as of Q1 2026.
  • Evelyn Partners Asset Management left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #250 holding.
  • Evelyn Partners Asset Management first reported a position in Altria Group in Q4 2025 and has held it in 2 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.