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Evernest Financial Advisors’s Altria Group MO Stock Holding History

Evernest Financial Advisors’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 		$1.01M Buy
15,363
+250
+2% +$16.1K 0.21% 73
2025
Q4 		$973K Buy
15,113
+1
+0% +$60 0.2% 77
2025
Q3 		$998K Sell
15,112
-1
-0% -$63 0.28% 73
2025
Q2 		$886K Hold
15,113
– – 0.29% 75
2025
Q1 		$907K Hold
15,113
– – 0.33% 72
2024
Q4 		$790K Buy
15,113
+10,003
+196% +$533K 0.21% 79
2024
Q3 		$261K Buy
+5,110
New +$258K 0.07% 139

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

Evernest Financial Advisors's MO Position: Q1 2026 in Review

Evernest Financial Advisors increased its Altria Group (MO) stake by 1.7% in Q1 2026, buying an estimated $16.1K and bringing the position to 15,363 shares worth $1.01M. The position accounts for 0.21% of the portfolio, ranked #73.

Evernest Financial Advisors first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Evernest Financial Advisors held 15,363 shares of Altria Group worth $1.01M as of Q1 2026.
  • Evernest Financial Advisors bought 250 Altria Group shares in Q1 2026, an estimated $16.1K.
  • Altria Group made up 0.21% of Evernest Financial Advisors's portfolio in Q1 2026, its #73 holding.
  • Evernest Financial Advisors first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.