KFA
MO icon

Kapstone Financial Advisors’s Altria Group MO Stock Holding History

Kapstone Financial Advisors’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
Q2 		$1.08M Sell
15,041
-164
-1% -$11.4K 0.45% 44
2026
Q1 		$1M Buy
15,205
+10
+0.1% +$643 0.49% 42
2025
Q4 		$876K Sell
15,195
-80
-0.5% -$4.83K 0.44% 37
2025
Q3 		$1.01M Sell
15,275
-120
-0.8% -$7.6K 0.48% 32
2025
Q2 		$903K Buy
15,395
+1,114
+8% +$65.4K 0.45% 36
2025
Q1 		$857K Buy
14,281
+998
+8% +$54.5K 0.48% 35
2024
Q4 		$699K Sell
13,283
-276
-2% -$14.7K 0.37% 45
2024
Q3 		$692K Sell
13,559
-200
-1% -$10.1K 0.42% 44
2024
Q2 		$627K Sell
13,759
-500
-4% -$22.2K 0.41% 46
2024
Q1 		$622K Buy
14,259
+780
+6% +$32.3K 0.42% 46
2023
Q4 		$542K Buy
13,479
+200
+2% +$8.27K 0.42% 47
2023
Q3 		$558K Hold
13,279
– – 0.5% 40
2023
Q2 		$600K Sell
13,279
-1,172
-8% -$53.1K 0.5% 43
2023
Q1 		$650K Buy
14,451
+18
+0.1% +$827 0.59% 34
2022
Q4 		$678K Buy
+14,433
New +$654K 0.62% 34

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kapstone Financial Advisors's MO Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Altria Group (MO) stake by 1.1% in Q2 2026, selling an estimated $11.4K and leaving 15,041 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #44.

Kapstone Financial Advisors first reported a position in MO in Q4 2022 and has held it in 15 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kapstone Financial Advisors held 15,041 shares of Altria Group worth $1.08M as of Q2 2026.
  • Kapstone Financial Advisors sold 164 Altria Group shares in Q2 2026, an estimated $11.4K.
  • Altria Group made up 0.45% of Kapstone Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Kapstone Financial Advisors first reported a position in Altria Group in Q4 2022 and has held it in 15 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.