KP
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Keel Point’s Altria Group MO Stock Holding History

Keel Point’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 		$544K Buy
7,556
+2,259
+43% +$158K 0.03% 272
2026
Q1 		$350K Buy
5,297
+66
+1% +$4.25K 0.02% 324
2025
Q4 		$302K Sell
5,231
-965
-16% -$58.3K 0.02% 412
2025
Q3 		$409K Buy
6,196
+1,191
+24% +$75.5K 0.03% 345
2025
Q2 		$293K Buy
5,005
+1,236
+33% +$72.6K 0.02% 401
2025
Q1 		$226K Buy
+3,769
New +$206K 0.02% 418
2018
Q2 		– Sell
-3,959
Closed -$247K – 176
2018
Q1 		$247K Sell
3,959
-143
-3% -$9.47K 0.03% 139
2017
Q4 		$293K Sell
4,102
-1,470
-26% -$98.5K 0.04% 138
2017
Q3 		$353K Sell
5,572
-79
-1% -$5.27K 0.05% 121
2017
Q2 		$421K Sell
5,651
-5
-0.1% -$366 0.08% 100
2017
Q1 		$404K Sell
5,656
-29
-0.5% -$2.1K 0.08% 103
2016
Q4 		$384K Sell
5,685
-2,719
-32% -$175K 0.09% 100
2016
Q3 		$531K Buy
8,404
+4,641
+123% +$308K 0.2% 72
2016
Q2 		$259K Buy
3,763
+286
+8% +$18.3K 0.11% 112
2016
Q1 		$218K Sell
3,477
-201
-5% -$12.2K 0.11% 112
2015
Q4 		$214K Sell
3,678
-96
-3% -$5.56K 0.12% 117
2015
Q3 		$205K Buy
+3,774
New +$202K 0.11% 97

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

Keel Point's MO Position: Q2 2026 in Review

Keel Point increased its Altria Group (MO) stake by 43% in Q2 2026, buying an estimated $158K and bringing the position to 7,556 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #272.

Keel Point first reported a position in MO in Q3 2015 and has held it in 17 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Keel Point held 7,556 shares of Altria Group worth $544K as of Q2 2026.
  • Keel Point bought 2,259 Altria Group shares in Q2 2026, an estimated $158K.
  • Altria Group made up 0.03% of Keel Point's portfolio in Q2 2026, its #272 holding.
  • Keel Point first reported a position in Altria Group in Q3 2015 and has held it in 17 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.