Evercore Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $796K | Sell |
11,057
-21
| -0.2% | -$1.47K | 0.01% | 242 |
|
|
2026
Q1 | $731K | Sell |
11,078
-2,177
| -16% | -$140K | 0.01% | 244 |
|
|
2025
Q4 | $764K | Buy |
13,255
+57
| +0.4% | +$3.44K | 0.01% | 244 |
|
|
2025
Q3 | $872K | Buy |
13,198
+411
| +3% | +$26K | 0.01% | 231 |
|
|
2025
Q2 | $750K | Sell |
12,787
-79
| -0.6% | -$4.64K | 0.01% | 237 |
|
|
2025
Q1 | $772K | Buy |
12,866
+910
| +8% | +$49.7K | 0.01% | 241 |
|
|
2024
Q4 | $625K | Buy |
11,956
+2
| +0% | +$107 | 0.01% | 254 |
|
|
2024
Q3 | $610K | Buy |
11,954
+94
| +0.8% | +$4.75K | 0.01% | 255 |
|
|
2024
Q2 | $540K | Sell |
11,860
-500
| -4% | -$22.2K | 0.01% | 268 |
|
|
2024
Q1 | $539K | Sell |
12,360
-175
| -1% | -$7.26K | 0.01% | 271 |
|
|
2023
Q4 | $506K | Buy |
12,535
+138
| +1% | +$5.71K | 0.01% | 282 |
|
|
2023
Q3 | $521K | Sell |
12,397
-640
| -5% | -$28.3K | 0.01% | 269 |
|
|
2023
Q2 | $591K | Sell |
13,037
-3,993
| -23% | -$181K | 0.01% | 261 |
|
|
2023
Q1 | $760K | Buy |
17,030
+1,262
| +8% | +$58K | 0.02% | 237 |
|
|
2022
Q4 | $721K | Sell |
15,768
-222
| -1% | -$10.1K | 0.02% | 239 |
|
|
2022
Q3 | $646K | Hold |
15,990
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $668K | Sell |
15,990
-600
| -4% | -$31.1K | 0.01% | 244 |
|
|
2022
Q1 | $867K | Sell |
16,590
-100
| -0.6% | -$5.09K | 0.02% | 240 |
|
|
2021
Q4 | $791K | Sell |
16,690
-1,500
| -8% | -$68.7K | 0.01% | 250 |
|
|
2021
Q3 | $828K | Sell |
18,190
-4,860
| -21% | -$235K | 0.02% | 236 |
|
|
2021
Q2 | $1.1M | Sell |
23,050
-89
| -0.4% | -$4.37K | 0.02% | 218 |
|
|
2021
Q1 | $1.18M | Sell |
23,139
-93
| -0.4% | -$4.17K | 0.02% | 208 |
|
|
2020
Q4 | $953K | Buy |
23,232
+640
| +3% | +$25.7K | 0.02% | 223 |
|
|
2020
Q3 | $873K | Sell |
22,592
-148
| -0.7% | -$6.16K | 0.02% | 209 |
|
|
2020
Q2 | $892K | Sell |
22,740
-3,900
| -15% | -$152K | 0.02% | 200 |
|
|
2020
Q1 | $1.03M | Sell |
26,640
-2,259
| -8% | -$100K | 0.03% | 176 |
|
|
2019
Q4 | $1.44M | Sell |
28,899
-651
| -2% | -$30.7K | 0.04% | 180 |
|
|
2019
Q3 | $1.21M | Sell |
29,550
-21,568
| -42% | -$992K | 0.04% | 185 |
|
|
2019
Q2 | $2.42M | Buy |
51,118
+8,964
| +21% | +$469K | 0.07% | 136 |
|
|
2019
Q1 | $2.42M | Sell |
42,154
-7,032
| -14% | -$359K | 0.08% | 131 |
|
|
2018
Q4 | $2.43M | Sell |
49,186
-1,560
| -3% | -$90.4K | 0.09% | 119 |
|
|
2018
Q3 | $3.06M | Sell |
50,746
-13,029
| -20% | -$773K | 0.1% | 115 |
|
|
2018
Q2 | $3.62M | Buy |
63,775
+1,528
| +2% | +$88.1K | 0.12% | 103 |
|
|
2018
Q1 | $3.88M | Sell |
62,247
-1,465
| -2% | -$97K | 0.15% | 95 |
|
|
2017
Q4 | $4.55M | Sell |
63,712
-100
| -0.2% | -$6.7K | 0.17% | 86 |
|
|
2017
Q3 | $4.05M | Buy |
63,812
+1,216
| +2% | +$81.1K | 0.16% | 93 |
|
|
2017
Q2 | $4.66M | Sell |
62,596
-3,097
| -5% | -$227K | 0.18% | 88 |
|
|
2017
Q1 | $4.69M | Buy |
65,693
+696
| +1% | +$50.4K | 0.18% | 91 |
|
|
2016
Q4 | $4.39M | Sell |
64,997
-1,932
| -3% | -$124K | 0.18% | 94 |
|
|
2016
Q3 | $4.23M | Buy |
66,929
+19,351
| +41% | +$1.29M | 0.18% | 98 |
|
|
2016
Q2 | $3.28M | Buy |
47,578
+1,144
| +2% | +$73.3K | 0.14% | 102 |
|
|
2016
Q1 | $2.91M | Buy |
46,434
+3,694
| +9% | +$223K | 0.13% | 105 |
|
|
2015
Q4 | $2.49M | Buy |
42,740
+6,292
| +17% | +$365K | 0.12% | 117 |
|
|
2015
Q3 | $1.98M | Sell |
36,448
-42
| -0.1% | -$2.25K | 0.09% | 125 |
|
|
2015
Q2 | $1.79M | Buy |
36,490
+1,287
| +4% | +$65.2K | 0.08% | 147 |
|
|
2015
Q1 | $1.76M | Buy |
35,203
+2,729
| +8% | +$145K | 0.08% | 150 |
|
|
2014
Q4 | $1.6M | Sell |
32,474
-6,454
| -17% | -$314K | 0.08% | 137 |
|
|
2014
Q3 | $1.79M | Buy |
38,928
+1,190
| +3% | +$51K | 0.09% | 144 |
|
|
2014
Q2 | $1.58M | Buy |
37,738
+8,026
| +27% | +$323K | 0.08% | 150 |
|
|
2014
Q1 | $1.11M | Sell |
29,712
-42,400
| -59% | -$1.54M | 0.06% | 173 |
|
|
2013
Q4 | $2.77M | Buy |
72,112
+40,303
| +127% | +$1.49M | 0.15% | 125 |
|
|
2013
Q3 | $1.09M | Sell |
31,809
-173
| -0.5% | -$6.1K | 0.06% | 203 |
|
|
2013
Q2 | $1.12M | Buy |
+31,982
| New | +$1.15M | 0.06% | 198 |
|
Other funds holding MO
Evercore Wealth Management's MO Position: Q2 2026 in Review
Evercore Wealth Management reduced its Altria Group (MO) stake by 0.19% in Q2 2026, selling an estimated $1.47K and leaving 11,057 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #242.
Evercore Wealth Management first reported a position in MO in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.69M in Q1 2017. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Evercore Wealth Management held 11,057 shares of Altria Group worth $796K as of Q2 2026.
- Evercore Wealth Management sold 21 Altria Group shares in Q2 2026, an estimated $1.47K.
- Altria Group made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #242 holding.
- Evercore Wealth Management first reported a position in Altria Group in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Altria Group position peaked at $4.69M in Q1 2017.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.