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Evoke Wealth’s Altria Group MO Stock Holding History

Evoke Wealth’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 		– Sell
-6,411
Closed -$434K – 400
2026
Q1 		$434K Sell
6,411
-2,196
-26% -$141K 0.01% 439
2025
Q4 		$507K Buy
8,607
+2,114
+33% +$128K 0.01% 387
2025
Q3 		$436K Buy
6,493
+2,834
+77% +$180K 0.01% 399
2025
Q2 		$220K Buy
+3,659
New +$215K 0.01% 544
2025
Q1 		– Sell
-8,701
Closed -$464K – 458
2024
Q4 		$464K Buy
8,701
+69
+0.8% +$3.68K 0.01% 274
2024
Q3 		$449K Buy
+8,632
New +$436K 0.01% 270
2024
Q2 		– Sell
-7,915
Closed -$353K – 280
2024
Q1 		$353K Buy
+7,915
New +$328K 0.01% 306
2023
Q4 		– Sell
-7,649
Closed -$329K – 250
2023
Q3 		$329K Buy
7,649
+148
+2% +$6.54K 0.01% 283
2023
Q2 		$347K Buy
7,501
+449
+6% +$20.3K 0.01% 263
2023
Q1 		$321K Sell
7,052
-457
-6% -$21K 0.01% 268
2022
Q4 		$350K Buy
7,509
+455
+6% +$20.6K 0.01% 259
2022
Q3 		$291K Buy
7,054
+112
+2% +$4.89K 0.01% 267
2022
Q2 		$296K Sell
6,942
-248
-3% -$12.8K 0.01% 267
2022
Q1 		$382K Sell
7,190
-799
-10% -$40.7K 0.01% 257
2021
Q4 		$386K Sell
7,989
-1,491
-16% -$68.3K 0.01% 264
2021
Q3 		$440K Buy
9,480
+47
+0.5% +$2.27K 0.02% 245
2021
Q2 		$458K Buy
9,433
+6,329
+204% +$311K 0.02% 247
2021
Q1 		$161K Buy
3,104
+1,443
+87% +$64.7K 0.01% 327
2020
Q4 		$70K Sell
1,661
-915
-36% -$36.7K ﹤0.01% 333
2020
Q3 		$102K Sell
2,576
-59
-2% -$2.46K 0.01% 281
2020
Q2 		$106K Sell
2,635
-1,245
-32% -$48.6K 0.01% 267
2020
Q1 		$153K Sell
3,880
-1,698
-30% -$75.3K 0.02% 212
2019
Q4 		$283K Sell
5,578
-2,663
-32% -$126K 0.04% 179
2019
Q3 		$342K Buy
+8,241
New +$379K 0.04% 183

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

Evoke Wealth's MO Position: Q2 2026 in Review

Evoke Wealth sold out of Altria Group (MO) in Q2 2026, closing a stake of 6,411 shares — an estimated $434K sold.

Evoke Wealth first reported a position in MO in Q3 2019 and held it in 24 quarters. The position peaked at $507K in Q4 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Evoke Wealth reported no remaining Altria Group position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,411 Altria Group shares in Q2 2026, an estimated $434K.
  • Evoke Wealth first reported a position in Altria Group in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Altria Group position peaked at $507K in Q4 2025.
  • 2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.