Keynote Financial Services’s Altria Group MO Stock Holding History

Keynote Financial Services’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	$1.62M	Sell	24,512 -755	-3%	-$48.6K	0.86%	36
2025 Q4	$1.46M	Sell	25,267 -130	-0.5%	-$7.85K	0.81%	36
2025 Q3	$1.68M	Sell	25,397 -30	-0.1%	-$1.9K	1.01%	24
2025 Q2	$1.49M	Sell	25,427 -300	-1%	-$17.6K	1%	26
2025 Q1	$1.54M	Sell	25,727 -10	-0%	-$546	1.1%	25
2024 Q4	$1.35M	Sell	25,737 -547	-2%	-$29.1K	1.03%	25
2024 Q3	$1.34M	Hold	26,284	–	–	1.02%	26
2024 Q2	$1.2M	Sell	26,284 -90	-0.3%	-$3.99K	1%	29
2024 Q1	$1.15M	Buy	+26,374	New	+$1.09M	0.97%	30

Other funds holding MO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keynote Financial Services's MO Position: Q1 2026 in Review

Keynote Financial Services reduced its Altria Group (MO) stake by 3% in Q1 2026, selling an estimated $48.6K and leaving 24,512 shares worth $1.62M. The position accounts for 0.86% of the portfolio, ranked #36.

Keynote Financial Services first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

Keynote Financial Services held 24,512 shares of Altria Group worth $1.62M as of Q1 2026.
Keynote Financial Services sold 755 Altria Group shares in Q1 2026, an estimated $48.6K.
Altria Group made up 0.86% of Keynote Financial Services's portfolio in Q1 2026, its #36 holding.
Keynote Financial Services first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
Keynote Financial Services's Altria Group position peaked at $1.68M in Q3 2025.
2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.