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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
Q2 		$1.11M Hold
15,363
– – 0.23% 71
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 $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

Evernest Financial Advisors's MO Position: Q2 2026 in Review

Evernest Financial Advisors held its Altria Group (MO) position steady in Q2 2026 at 15,363 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #71.

Evernest Financial Advisors first reported a position in MO in Q3 2024 and has held it in 8 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Evernest Financial Advisors held 15,363 shares of Altria Group worth $1.11M as of Q2 2026.
  • Evernest Financial Advisors left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.23% of Evernest Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Evernest Financial Advisors first reported a position in Altria Group in Q3 2024 and has held it in 8 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.