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EverSource Wealth Advisors’s Altria Group MO Stock Holding History

EverSource Wealth 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 		$873K Sell
12,128
-1,590
-12% -$111K 0.03% 384
2026
Q1 		$905K Buy
13,718
+3,283
+31% +$211K 0.03% 413
2025
Q4 		$602K Sell
10,435
-498
-5% -$30.1K 0.02% 481
2025
Q3 		$722K Buy
10,933
+656
+6% +$41.6K 0.03% 390
2025
Q2 		$603K Sell
10,277
-102
-1% -$5.99K 0.03% 396
2025
Q1 		$623K Buy
10,379
+639
+7% +$34.9K 0.03% 342
2024
Q4 		$509K Buy
9,740
+463
+5% +$24.7K 0.03% 364
2024
Q3 		$474K Buy
9,277
+464
+5% +$23.5K 0.03% 339
2024
Q2 		$432K Buy
8,813
+2,993
+51% +$133K 0.03% 346
2024
Q1 		$255K Buy
5,820
+1,344
+30% +$55.7K 0.02% 427
2023
Q4 		$181K Sell
4,476
-16
-0.4% -$662 0.02% 461
2023
Q3 		$189K Sell
4,492
-542
-11% -$23.9K 0.02% 411
2023
Q2 		$228K Buy
5,034
+799
+19% +$36.2K 0.03% 374
2023
Q1 		$189K Sell
4,235
-9
-0.2% -$414 0.02% 377
2022
Q4 		$194K Sell
4,244
-5
-0.1% -$226 0.03% 357
2022
Q3 		$171K Buy
4,249
+1,760
+71% +$76.8K 0.04% 323
2022
Q2 		$103K Sell
2,489
-11
-0.4% -$570 0.03% 369
2022
Q1 		$130K Buy
2,500
+1,039
+71% +$52.9K 0.03% 299
2021
Q4 		$69K Buy
+1,461
New +$67K 0.02% 365

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

EverSource Wealth Advisors's MO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Altria Group (MO) stake by 12% in Q2 2026, selling an estimated $111K and leaving 12,128 shares worth $873K. The position accounts for 0.03% of the portfolio, ranked #384.

EverSource Wealth Advisors first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $905K in Q1 2026. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • EverSource Wealth Advisors held 12,128 shares of Altria Group worth $873K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,590 Altria Group shares in Q2 2026, an estimated $111K.
  • Altria Group made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • EverSource Wealth Advisors first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Altria Group position peaked at $905K in Q1 2026.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.