EPIME
MO icon

Evelyn Partners Investment Management (Europe)’s Altria Group MO Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$44.7K Hold
678
– – 0.02% 132
2025
Q4 		$39.1K Hold
678
– – 0.01% 135
2025
Q3 		$44.8K Hold
678
– – 0.02% 124
2025
Q2 		$39.8K Hold
678
– – 0.01% 130
2025
Q1 		$40.7K Hold
678
– – 0.02% 130
2024
Q4 		$35.5K Buy
+678
New +$36.1K 0.01% 131

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Investment Management (Europe)'s MO Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Altria Group (MO) position steady in Q1 2026 at 678 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #132.

Evelyn Partners Investment Management (Europe) first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.8K in Q3 2025. 2,492 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 678 shares of Altria Group worth $44.7K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.02% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #132 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Altria Group position peaked at $44.8K in Q3 2025.
  • 2,492 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.