Keystone Financial Planning’s Altria Group MO Stock Holding History

Keystone Financial Planning’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	$7.59M	Sell	105,487 -1,716	-2%	-$120K	1.96%	15
2026 Q1	$7.07M	Hold	107,203	–	–	1.89%	12
2025 Q4	$6.18M	Sell	107,203 -2,078	-2%	-$125K	1.79%	14
2025 Q3	$7.22M	Sell	109,281 -413	-0.4%	-$26.2K	2.1%	13
2025 Q2	$6.43M	Hold	109,694	–	–	1.94%	12
2025 Q1	$6.58M	Hold	109,694	–	–	1.96%	14
2024 Q4	$5.74M	Sell	109,694 -381	-0.3%	-$20.3K	1.78%	17
2024 Q3	$5.62M	Sell	110,075 -149	-0.1%	-$7.53K	1.7%	17
2024 Q2	$5.02M	Sell	110,224 -152	-0.1%	-$6.74K	1.66%	19
2024 Q1	$4.81M	Sell	110,376 -4,898	-4%	-$203K	1.56%	20
2023 Q4	$4.65M	Hold	115,274	–	–	1.54%	19
2023 Q3	$4.85M	Hold	115,274	–	–	1.69%	18
2023 Q2	$5.22M	Buy	115,274 +1,817	+2%	+$82.3K	1.75%	18
2023 Q1	$5.06M	Sell	113,457 -268	-0.2%	-$12.3K	1.72%	20
2022 Q4	$5.2M	Sell	113,725 -881	-0.8%	-$39.9K	1.75%	21
2022 Q3	$4.63M	Hold	114,606	–	–	1.78%	20
2022 Q2	$4.79M	Hold	114,606	–	–	1.68%	23
2022 Q1	$5.99M	Sell	114,606 -1,024	-0.9%	-$52.2K	2%	23
2021 Q4	$5.48M	Sell	115,630 -1,617	-1%	-$74.1K	1.87%	22
2021 Q3	$5.34M	Buy	117,247 +1,871	+2%	+$90.4K	1.94%	21
2021 Q2	$5.5M	Sell	115,376 -3,298	-3%	-$162K	1.99%	19
2021 Q1	$6.07M	Hold	118,674	–	–	2.26%	18
2020 Q4	$4.87M	Sell	118,674 -334	-0.3%	-$13.4K	2.02%	19
2020 Q3	$4.6M	Hold	119,008	–	–	2.22%	20
2020 Q2	$4.67M	Sell	119,008 -71	-0.1%	-$2.77K	2.3%	25
2020 Q1	$4.61M	Buy	119,079 +26	+0%	+$1.15K	2.64%	19
2019 Q4	$5.94M	Buy	119,053 +9,205	+8%	+$434K	2.65%	19
2019 Q3	$4.49M	Buy	109,848 +9,161	+9%	+$421K	2.14%	26
2019 Q2	$4.77M	Buy	100,687 +6,424	+7%	+$336K	2.33%	23
2019 Q1	$5.41M	Buy	94,263 +7,103	+8%	+$363K	2.67%	20
2018 Q4	$4.3M	Buy	87,160 +3,360	+4%	+$195K	2.41%	23
2018 Q3	$5.05M	Buy	+83,800	New	+$4.97M	2.58%	23
2014 Q1	–	Sell	-1,750	Closed	-$67K	–	72
2013 Q4	$67K	Buy	+1,750	New	+$64.6K	0.05%	58

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

Keystone Financial Planning's MO Position: Q2 2026 in Review

Keystone Financial Planning reduced its Altria Group (MO) stake by 1.6% in Q2 2026, selling an estimated $120K and leaving 105,487 shares worth $7.59M. The position accounts for 1.96% of the portfolio, ranked #15.

Keystone Financial Planning first reported a position in MO in Q4 2013 and has held it in 33 quarters since. 452 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Keystone Financial Planning held 105,487 shares of Altria Group worth $7.59M as of Q2 2026.
Keystone Financial Planning sold 1,716 Altria Group shares in Q2 2026, an estimated $120K.
Altria Group made up 1.96% of Keystone Financial Planning's portfolio in Q2 2026, its #15 holding.
Keystone Financial Planning first reported a position in Altria Group in Q4 2013 and has held it in 33 quarters since.
452 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.