EVERGREEN CAPITAL MANAGEMENT LLC

Position in MO — Altria Group, Inc.

CIK 1260824 Bellevue, WA

Position in MO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,032,620

+$288,228 QoQ

Shares Held

42,149

+1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#615

of 2,535 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Consumer Defensive · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $9,962,924 across 3 Tobacco names. MO ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	22,803	$4,125,289
2	MO	Altria Group, Inc. This page	42,149	$3,032,620
3	BTI	British American Tobacco p.l.c.	45,418	$2,805,015

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,032,620	42,149	+1.3%	Shares	Other	2026-07-23
2026-03-31	$2,744,392	41,588	+10.5%	Shares	Other	2026-05-14
2025-12-31	$2,169,283	37,622	-1.0%	Shares	Sole	2026-01-27
2025-09-30	$2,509,883	37,994	+4.5%	Shares	Other	2025-10-28
2025-06-30	$2,131,199	36,350	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$2,153,877	35,886	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$1,877,837	35,912	+1.4%	Shares	Other	2025-02-13
2024-09-30	$1,808,142	35,426	+66.6%	Shares	Sole	2024-11-14
2024-06-30	$968,665	21,266	+17.0%	Shares	Sole	2024-08-14
2024-03-31	$793,055	18,181	+98.7%	Shares	Sole	2024-05-15
2023-12-31	$369,191	9,152	-57.8%	Shares	Other	2024-02-14
2023-09-30	$911,180	21,669	-4.4%	Shares	Other	2023-11-14
2023-06-30	$1,027,268	22,677	+28.7%	Shares	Sole	2023-08-14
2023-03-31	$786,382	17,624	+13.0%	Shares	Sole	2023-05-15
2022-12-31	$713,030	15,599	+4.5%	Shares	Sole	2023-02-14
2022-09-30	$602,590	14,923	+156.5%	Shares	Other	2022-11-14
2022-06-30	$242,975	5,817	+32.9%	Shares	Other	2022-08-15
2022-03-31	$228,646	4,376	-57.5%	Shares	Sole	2022-05-16
2021-03-31	$526,692	10,295	-2.2%	Shares	Sole	2021-05-17
2020-09-30	$406,570	10,522	+31.5%	Shares	Sole	2020-11-16
2020-06-30	$314,000	8,000	-8.5%	Shares	Sole	2020-08-14
2020-03-31	$338,053	8,742	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.