Keudell/Morrison Wealth Management’s Altria Group MO Stock Holding History

Keudell/Morrison 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	$2.31M	Buy	32,126 +1,986	+7%	+$139K	0.44%	42
2026 Q1	$1.99M	Sell	30,140 -181	-0.6%	-$11.6K	0.41%	43
2025 Q4	$1.75M	Buy	+30,321	New	+$1.83M	0.37%	49
2025 Q2	$1.58M	Sell	27,014 -1,525	-5%	-$89.6K	0.35%	52
2025 Q1	$1.71M	Buy	28,539 +1,801	+7%	+$98.3K	0.4%	46
2024 Q4	$1.4M	Sell	26,738 -128	-0.5%	-$6.82K	0.36%	52
2024 Q3	$1.37M	Sell	26,866 -425	-2%	-$21.5K	0.37%	56
2024 Q2	$1.24M	Buy	27,291 +327	+1%	+$14.5K	0.36%	57
2024 Q1	$1.18M	Buy	26,964 +1,570	+6%	+$65.1K	0.36%	57
2023 Q4	$1.02M	Sell	25,394 -1,594	-6%	-$65.9K	0.34%	57
2023 Q3	$1.13M	Sell	26,988 -588	-2%	-$26K	0.35%	57
2023 Q2	$1.25M	Sell	27,576 -395	-1%	-$17.9K	0.36%	53
2023 Q1	$1.25M	Buy	27,971 +154	+0.6%	+$7.08K	0.37%	49
2022 Q4	$1.27M	Sell	27,817 -788	-3%	-$35.7K	0.41%	47
2022 Q3	$1.16M	Sell	28,605 -9	-0%	-$393	0.43%	45
2022 Q2	$1.2M	Sell	28,614 -1,231	-4%	-$63.7K	0.43%	49
2022 Q1	$1.56M	Sell	29,845 -573	-2%	-$29.2K	0.65%	37
2021 Q4	$1.44M	Sell	30,418 -837	-3%	-$38.4K	0.57%	41
2021 Q3	$1.42M	Sell	31,255 -85	-0.3%	-$4.11K	0.61%	39
2021 Q2	$1.49M	Sell	31,340 -1,600	-5%	-$78.6K	0.82%	33
2021 Q1	$1.69M	Sell	32,940 -2,822	-8%	-$126K	0.98%	27
2020 Q4	$1.47M	Sell	35,762 -4,905	-12%	-$197K	0.93%	28
2020 Q3	$1.57M	Buy	40,667 +174	+0.4%	+$7.24K	1.01%	23
2020 Q2	$1.59M	Sell	40,493 -6,381	-14%	-$249K	1.31%	18
2020 Q1	$1.81M	Buy	46,874 +592	+1%	+$26.3K	1.77%	12
2019 Q4	$2.31M	Sell	46,282 -89	-0.2%	-$4.2K	1.6%	12
2019 Q3	$1.9M	Sell	46,371 -1,914	-4%	-$88K	1.57%	16
2019 Q2	$2.23M	Buy	48,285 +147	+0.3%	+$7.7K	1.95%	9
2019 Q1	$2.77M	Buy	+48,138	New	+$2.46M	2.43%	6

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Keudell/Morrison Wealth Management's MO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Altria Group (MO) stake by 6.6% in Q2 2026, buying an estimated $139K and bringing the position to 32,126 shares worth $2.31M. The position accounts for 0.44% of the portfolio, ranked #42.

Keudell/Morrison Wealth Management first reported a position in MO in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.77M in Q1 2019. 460 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Keudell/Morrison Wealth Management held 32,126 shares of Altria Group worth $2.31M as of Q2 2026.
Keudell/Morrison Wealth Management bought 1,986 Altria Group shares in Q2 2026, an estimated $139K.
Altria Group made up 0.44% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #42 holding.
Keudell/Morrison Wealth Management first reported a position in Altria Group in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's Altria Group position peaked at $2.77M in Q1 2019.
460 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.