Keebeck Wealth Management’s Altria Group MO Stock Holding History

Keebeck Wealth Management’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	$437K	Buy	5,982 +1,916	+47%	+$134K	0.04%	283
2026 Q1	$268K	Buy	+4,066	New	+$262K	0.03%	344
2021 Q2	–	Sell	-22,547	Closed	-$1.17M	–	245
2021 Q1	$1.17M	Hold	22,547	–	–	0.18%	95
2020 Q4	$944K	Buy	22,547 +1,659	+8%	+$66.6K	0.16%	100
2020 Q3	$825K	Sell	20,888 -175	-0.8%	-$7.28K	0.17%	93
2020 Q2	$844K	Buy	21,063 +10,000	+90%	+$390K	0.27%	78
2020 Q1	$437K	Sell	11,063 -1,923	-15%	-$85.3K	0.18%	100
2019 Q4	$659K	Buy	+12,986	New	+$613K	0.21%	83

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keebeck Wealth Management's MO Position: Q2 2026 in Review

Keebeck Wealth Management increased its Altria Group (MO) stake by 47% in Q2 2026, buying an estimated $134K and bringing the position to 5,982 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #283.

Keebeck Wealth Management first reported a position in MO in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.17M in Q1 2021. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Keebeck Wealth Management held 5,982 shares of Altria Group worth $437K as of Q2 2026.
Keebeck Wealth Management bought 1,916 Altria Group shares in Q2 2026, an estimated $134K.
Altria Group made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #283 holding.
Keebeck Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 8 quarters since.
Keebeck Wealth Management's Altria Group position peaked at $1.17M in Q1 2021.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.