Everpar Advisors’s Altria Group MO Stock Holding History

Everpar 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	$547K	Buy	7,602 +425	+6%	+$29.7K	0.16%	139
2026 Q1	$474K	Buy	7,177 +1,755	+32%	+$113K	0.16%	139
2025 Q4	$313K	Sell	5,422 -393	-7%	-$23.7K	0.12%	191
2025 Q3	$384K	Buy	5,815 +107	+2%	+$6.78K	0.15%	155
2025 Q2	$335K	Buy	5,708 +654	+13%	+$38.4K	0.15%	181
2025 Q1	$303K	Buy	5,054 +309	+7%	+$16.9K	0.16%	181
2024 Q4	$248K	Buy	4,745 +271	+6%	+$14.4K	0.13%	228
2024 Q3	$228K	Sell	4,474 -37	-0.8%	-$1.87K	0.12%	227
2024 Q2	$205K	Buy	+4,511	New	+$200K	0.1%	251

Other funds holding MO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Everpar Advisors's MO Position: Q2 2026 in Review

Everpar Advisors increased its Altria Group (MO) stake by 5.9% in Q2 2026, buying an estimated $29.7K and bringing the position to 7,602 shares worth $547K. The position accounts for 0.16% of the portfolio, ranked #139.

Everpar Advisors first reported a position in MO in Q2 2024 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Everpar Advisors held 7,602 shares of Altria Group worth $547K as of Q2 2026.
Everpar Advisors bought 425 Altria Group shares in Q2 2026, an estimated $29.7K.
Altria Group made up 0.16% of Everpar Advisors's portfolio in Q2 2026, its #139 holding.
Everpar Advisors first reported a position in Altria Group in Q2 2024 and has held it in 9 quarters since.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.