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Evolution Wealth Management’s Altria Group MO Stock Holding History

Evolution Wealth Management’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 		$59.3K Buy
899
+13
+1% +$836 0.04% 240
2025
Q4 		$51.1K Buy
886
+10
+1% +$604 0.04% 242
2025
Q3 		$57.9K Sell
876
-107
-11% -$6.78K 0.06% 190
2025
Q2 		$57.6K Buy
+983
New +$57.7K 0.07% 167

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evolution Wealth Management's MO Position: Q1 2026 in Review

Evolution Wealth Management increased its Altria Group (MO) stake by 1.5% in Q1 2026, buying an estimated $836 and bringing the position to 899 shares worth $59.3K. The position accounts for 0.04% of the portfolio, ranked #240.

Evolution Wealth Management first reported a position in MO in Q2 2025 and has held it in 4 quarters since. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Evolution Wealth Management held 899 shares of Altria Group worth $59.3K as of Q1 2026.
  • Evolution Wealth Management bought 13 Altria Group shares in Q1 2026, an estimated $836.
  • Altria Group made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #240 holding.
  • Evolution Wealth Management first reported a position in Altria Group in Q2 2025 and has held it in 4 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.