Everhart Financial Group’s Altria Group MO Stock Holding History

Everhart Financial Group’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	$552K	Sell	7,666 -75	-1%	-$5.24K	0.04%	265
2026 Q1	$511K	Buy	7,741 +2,346	+43%	+$151K	0.04%	270
2025 Q4	$311K	Sell	5,395 -267	-5%	-$16.1K	0.03%	323
2025 Q3	$374K	Buy	5,662 +1,624	+40%	+$103K	0.04%	285
2025 Q2	$237K	Buy	4,038 +403	+11%	+$23.7K	0.03%	312
2025 Q1	$218K	Buy	+3,635	New	+$198K	0.03%	312

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Everhart Financial Group's MO Position: Q2 2026 in Review

Everhart Financial Group reduced its Altria Group (MO) stake by 0.97% in Q2 2026, selling an estimated $5.24K and leaving 7,666 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #265.

Everhart Financial Group first reported a position in MO in Q1 2025 and has held it in 6 quarters since. 650 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Everhart Financial Group held 7,666 shares of Altria Group worth $552K as of Q2 2026.
Everhart Financial Group sold 75 Altria Group shares in Q2 2026, an estimated $5.24K.
Altria Group made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #265 holding.
Everhart Financial Group first reported a position in Altria Group in Q1 2025 and has held it in 6 quarters since.
650 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.