Skip to main content
Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
11,057
Value
$795.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,057$795.6K<0.1%−21−0.2%ReducedHolders
Q1 202611,078$731.0K<0.1%−2,177−16.4%ReducedHolders
Q4 202513,255$764.3K<0.1%+57+0.4%AddedHolders
Q3 202513,198$871.9K<0.1%+411+3.2%AddedHolders
Q2 202512,787$749.7K<0.1%−79−0.6%ReducedHolders
Q1 202512,866$772.2K<0.1%+910+7.6%AddedHolders
Q4 202411,956$625.2K<0.1%+20.0%AddedHolders
Q3 202411,954$610.1K<0.1%+94+0.8%AddedHolders
Q2 202411,860$540.2K<0.1%−500−4.0%ReducedHolders
Q1 202412,360$539.1K<0.1%−175−1.4%ReducedHolders
Q4 202312,535$505.7K<0.1%+138+1.1%AddedHolders
Q3 202312,397$521.3K<0.1%−640−4.9%ReducedHolders
Q2 202313,037$590.6K<0.1%−3,993−23.4%ReducedHolders
Q1 202317,030$759.9K<0.1%+1,262+8.0%AddedHolders
Q4 202215,768$720.8K<0.1%−222−1.4%ReducedHolders
Q3 202215,990$646.0K<0.1%00.0%UnchangedHolders
Q2 202215,990$668.0K<0.1%−600−3.6%ReducedHolders
Q1 202216,590$867.0K<0.1%−100−0.6%ReducedHolders
Q4 202116,690$791.0K<0.1%−1,500−8.2%ReducedHolders
Q3 202118,190$828.0K<0.1%−4,860−21.1%ReducedHolders
Q2 202123,050$1.10M<0.1%−89−0.4%ReducedHolders
Q1 202123,139$1.18M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.