Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$795,551
+$64,514 QoQ
Shares Held
11,057
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,189
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Evercore Wealth Management, LLC holds $5,288,631 across 2 Tobacco names. MO ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
24,836 | $4,493,080 | |
| 2 | MO |
Altria Group, Inc.
This page
|
11,057 | $795,551 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,551 | 11,057 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $731,037 | 11,078 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $764,283 | 13,255 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $871,859 | 13,198 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $749,701 | 12,787 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $772,217 | 12,866 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $625,179 | 11,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $610,132 | 11,954 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $540,223 | 11,860 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $539,143 | 12,360 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $505,661 | 12,535 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $521,293 | 12,397 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $590,576 | 13,037 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $759,878 | 17,030 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $720,755 | 15,768 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $645,676 | 15,990 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $667,902 | 15,990 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $866,827 | 16,590 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $790,939 | 16,690 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $828,008 | 18,190 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,099,024 | 23,050 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,183,791 | 23,139 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $952,512 | 23,232 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $872,954 | 22,592 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $892,545 | 22,740 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,030,168 | 26,640 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||