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
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 $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

Kapstone Financial Advisors's MO Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Altria Group (MO) stake by 0.07% in Q1 2026, buying an estimated $643 and bringing the position to 15,205 shares worth $1M. The position accounts for 0.49% of the portfolio, ranked #42.

Kapstone Financial Advisors first reported a position in MO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Kapstone Financial Advisors held 15,205 shares of Altria Group worth $1M as of Q1 2026.
  • Kapstone Financial Advisors bought 10 Altria Group shares in Q1 2026, an estimated $643.
  • Altria Group made up 0.49% of Kapstone Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • Kapstone Financial Advisors first reported a position in Altria Group in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Altria Group position peaked at $1.01M in Q3 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.