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Evergreen Wealth Solutions’s Altria Group MO Stock Holding History

Evergreen Wealth Solutions’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 		$359K Buy
5,520
+256
+5% +$17.9K 0.02% 389
2026
Q1 		$347K Buy
+5,264
New +$339K 0.02% 303

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

Evergreen Wealth Solutions's MO Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Altria Group (MO) stake by 4.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 5,520 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #389.

Evergreen Wealth Solutions first reported a position in MO in Q1 2026 and has held it in 2 quarters since. 2,566 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Evergreen Wealth Solutions held 5,520 shares of Altria Group worth $359K as of Q2 2026.
  • Evergreen Wealth Solutions bought 256 Altria Group shares in Q2 2026, an estimated $17.9K.
  • Altria Group made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #389 holding.
  • Evergreen Wealth Solutions first reported a position in Altria Group in Q1 2026 and has held it in 2 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.