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Keystone Wealth Services’s Altria Group MO Stock Holding History

Keystone Wealth 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
Q2 		$749K Buy
10,409
+46
+0.4% +$3.21K 0.14% 154
2026
Q1 		$684K Sell
10,363
-3,392
-25% -$218K 0.15% 156
2025
Q4 		$793K Buy
13,755
+160
+1% +$9.66K 0.17% 106
2025
Q3 		$898K Buy
13,595
+457
+3% +$29K 0.2% 121
2025
Q2 		$770K Buy
13,138
+582
+5% +$34.2K 0.19% 121
2025
Q1 		$754K Buy
12,556
+414
+3% +$22.6K 0.2% 114
2024
Q4 		$635K Buy
12,142
+307
+3% +$16.4K 0.17% 123
2024
Q3 		$604K Sell
11,835
-112
-0.9% -$5.66K 0.17% 124
2024
Q2 		$544K Buy
11,947
+29
+0.2% +$1.29K 0.17% 127
2024
Q1 		$520K Sell
11,918
-626
-5% -$26K 0.17% 124
2023
Q4 		$506K Sell
12,544
-242
-2% -$10K 0.17% 121
2023
Q3 		$538K Sell
12,786
-49
-0.4% -$2.17K 0.2% 108
2023
Q2 		$581K Sell
12,835
-681
-5% -$30.8K 0.22% 106
2023
Q1 		$603K Sell
13,516
-69
-0.5% -$3.17K 0.25% 95
2022
Q4 		$621K Buy
13,585
+30
+0.2% +$1.36K 0.27% 86
2022
Q3 		$547K Buy
13,555
+124
+0.9% +$5.41K 0.26% 76
2022
Q2 		$561K Buy
13,431
+12
+0.1% +$621 0.25% 83
2022
Q1 		$701K Buy
13,419
+340
+3% +$17.3K 0.28% 79
2021
Q4 		$620K Buy
+13,079
New +$599K 0.25% 83

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

Keystone Wealth Services's MO Position: Q2 2026 in Review

Keystone Wealth Services increased its Altria Group (MO) stake by 0.44% in Q2 2026, buying an estimated $3.21K and bringing the position to 10,409 shares worth $749K. The position accounts for 0.14% of the portfolio, ranked #154.

Keystone Wealth Services first reported a position in MO in Q4 2021 and has held it in 19 quarters since. The position peaked at $898K in Q3 2025. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Keystone Wealth Services held 10,409 shares of Altria Group worth $749K as of Q2 2026.
  • Keystone Wealth Services bought 46 Altria Group shares in Q2 2026, an estimated $3.21K.
  • Altria Group made up 0.14% of Keystone Wealth Services's portfolio in Q2 2026, its #154 holding.
  • Keystone Wealth Services first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Altria Group position peaked at $898K in Q3 2025.
  • 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.