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Evermay Wealth Management’s Altria Group MO Stock Holding History

Evermay Wealth 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 		$88.5K Hold
1,320
– – 0.01% 264
2025
Q4 		$77.5K Hold
1,320
– – 0.01% 284
2025
Q3 		$88.6K Sell
1,320
-197
-13% -$12.5K 0.01% 279
2025
Q2 		$90.5K Hold
1,517
– – 0.01% 277
2025
Q1 		$92.6K Hold
1,517
– – 0.01% 271
2024
Q4 		$80.9K Hold
1,517
– – 0.01% 278
2024
Q3 		$79K Sell
1,517
-362
-19% -$18.3K 0.01% 289
2024
Q2 		$87.1K Hold
1,879
– – 0.01% 281
2024
Q1 		$83.5K Sell
1,879
-932
-33% -$38.6K 0.01% 299
2023
Q4 		$116K Sell
2,811
-45
-2% -$1.86K 0.02% 235
2023
Q3 		$123K Sell
2,856
-305
-10% -$13.5K 0.03% 212
2023
Q2 		$146K Sell
3,161
-55
-2% -$2.49K 0.03% 204
2023
Q1 		$146K Hold
3,216
– – 0.03% 206
2022
Q4 		$150K Sell
3,216
-123
-4% -$5.57K 0.03% 190
2022
Q3 		$138K Sell
3,339
-200
-6% -$8.72K 0.03% 191
2022
Q2 		$151K Buy
3,539
+997
+39% +$51.6K 0.03% 185
2022
Q1 		$133K Sell
2,542
-1,725
-40% -$87.9K 0.02% 222
2021
Q4 		$202K Sell
4,267
-72
-2% -$3.3K 0.04% 172
2021
Q3 		$198K Sell
4,339
-1,200
-22% -$58K 0.04% 160
2021
Q2 		$264K Sell
5,539
-122
-2% -$5.99K 0.05% 153
2021
Q1 		$290K Sell
5,661
-90
-2% -$4.03K 0.06% 144
2020
Q4 		$236K Sell
5,751
-719
-11% -$28.9K 0.05% 155
2020
Q3 		$250K Sell
6,470
-40
-0.6% -$1.67K 0.06% 138
2020
Q2 		$256K Buy
6,510
+650
+11% +$25.4K 0.07% 124
2020
Q1 		$227K Sell
5,860
-1,400
-19% -$62.1K 0.07% 124
2019
Q4 		$362K Buy
7,260
+1,400
+24% +$66K 0.09% 107
2019
Q3 		$240K Sell
5,860
-775
-12% -$35.6K 0.07% 131
2019
Q2 		$314K Sell
6,635
-738
-10% -$38.6K 0.09% 108
2019
Q1 		$423K Sell
7,373
-1,460
-17% -$74.6K 0.12% 84
2018
Q4 		$436K Sell
8,833
-100
-1% -$5.79K 0.14% 73
2018
Q3 		$539K Sell
8,933
-1,160
-11% -$68.9K 0.17% 64
2018
Q2 		$573K Sell
10,093
-3,089
-23% -$178K 0.19% 59
2018
Q1 		$822K Buy
13,182
+3,238
+33% +$214K 0.28% 44
2017
Q4 		$710K Buy
9,944
+5,165
+108% +$346K 0.26% 45
2017
Q3 		$303K Buy
4,779
+280
+6% +$18.7K 0.13% 68
2017
Q2 		$335K Hold
4,499
– – 0.15% 54
2017
Q1 		$321K Buy
4,499
+1,400
+45% +$101K 0.14% 57
2016
Q4 		$210K Buy
+3,099
New +$200K 0.1% 75
2016
Q3 		– Sell
-3,099
Closed -$214K – 76
2016
Q2 		$214K Sell
3,099
-500
-14% -$32K 0.11% 70
2016
Q1 		$226K Hold
3,599
– – 0.13% 70
2015
Q4 		$209K Buy
+3,599
New +$209K 0.12% 74
2015
Q1 		– Sell
-4,988
Closed -$246K – 91
2014
Q4 		$246K Buy
4,988
+18
+0.4% +$877 0.16% 74
2014
Q3 		$228K Buy
+4,970
New +$213K 0.2% 72

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

Evermay Wealth Management's MO Position: Q1 2026 in Review

Evermay Wealth Management held its Altria Group (MO) position steady in Q1 2026 at 1,320 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #264.

Evermay Wealth Management first reported a position in MO in Q3 2014 and has held it in 43 quarters since. The position peaked at $822K in Q1 2018. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Evermay Wealth Management held 1,320 shares of Altria Group worth $88.5K as of Q1 2026.
  • Evermay Wealth Management left its Altria Group share count unchanged in Q1 2026.
  • Altria Group made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Evermay Wealth Management first reported a position in Altria Group in Q3 2014 and has held it in 43 quarters since.
  • Evermay Wealth Management's Altria Group position peaked at $822K in Q1 2018.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.