Evolution Advisers’s Altria Group MO Stock Holding History

Evolution Advisers’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	$18K	Hold	274	–	–	0.01%	120
2025 Q4	$15K	Hold	274	–	–	0.01%	126
2025 Q3	$18K	Hold	274	–	–	0.01%	121
2025 Q2	$16K	Hold	274	–	–	0.01%	118
2025 Q1	$16K	Sell	274 -5	-2%	-$273	0.01%	119
2024 Q4	$14K	Buy	279 +3	+1%	+$160	0.01%	122
2024 Q3	$14K	Buy	276 +3	+1%	+$152	0.01%	122
2024 Q2	$12K	Buy	273 +10	+4%	+$444	0.01%	125
2024 Q1	$12K	Buy	263 +4	+2%	+$166	0.01%	131
2023 Q4	$11K	Sell	259 -2,814	-92%	-$116K	0.01%	149
2023 Q3	$129K	Sell	3,073 -407	-12%	-$18K	0.09%	41
2023 Q2	$157K	Buy	3,480 +2	+0.1%	+$91	0.11%	41
2023 Q1	$155K	Buy	3,478 +3	+0.1%	+$138	0.11%	37
2022 Q4	$162K	Sell	3,475 -528	-13%	-$23.9K	0.13%	37
2022 Q3	$161K	Buy	4,003 +3	+0.1%	+$131	0.14%	33
2022 Q2	$169K	Buy	4,000 +2	+0.1%	+$104	0.14%	36
2022 Q1	$208K	Buy	3,998 +2	+0.1%	+$102	0.15%	33
2021 Q4	$192K	Buy	+3,996	New	+$183K	0.14%	30

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evolution Advisers's MO Position: Q1 2026 in Review

Evolution Advisers held its Altria Group (MO) position steady in Q1 2026 at 274 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #120.

Evolution Advisers first reported a position in MO in Q4 2021 and has held it in 18 quarters since. The position peaked at $208K in Q1 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Evolution Advisers held 274 shares of Altria Group worth $18K as of Q1 2026.
Evolution Advisers left its Altria Group share count unchanged in Q1 2026.
Altria Group made up 0.01% of Evolution Advisers's portfolio in Q1 2026, its #120 holding.
Evolution Advisers first reported a position in Altria Group in Q4 2021 and has held it in 18 quarters since.
Evolution Advisers's Altria Group position peaked at $208K in Q1 2022.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.