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

Evelyn Partners Investment 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 		$601K Hold
9,112
– – 0.02% 152
2025
Q4 		$525K Hold
9,112
– – 0.01% 161
2025
Q3 		$602K Hold
9,112
– – 0.02% 156
2025
Q2 		$534K Hold
9,112
– – 0.02% 160
2025
Q1 		$547K Hold
9,112
– – 0.02% 147
2024
Q4 		$476K Buy
+9,112
New +$485K 0.02% 158

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 Investment Management's MO Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Altria Group (MO) position steady in Q1 2026 at 9,112 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #152.

Evelyn Partners Investment Management first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $602K in Q3 2025. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Evelyn Partners Investment Management held 9,112 shares of Altria Group worth $601K as of Q1 2026.
  • Evelyn Partners Investment Management left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #152 holding.
  • Evelyn Partners Investment Management first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Altria Group position peaked at $602K in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

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