KW
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Keyvantage Wealth’s Altria Group MO Stock Holding History

Keyvantage Wealth’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 		$263K Buy
3,989
+77
+2% +$4.95K 0.12% 81
2025
Q4 		$226K Sell
3,912
-64
-2% -$3.86K 0.1% 89
2025
Q3 		$263K Sell
3,976
-319
-7% -$20.2K 0.11% 77
2025
Q2 		$252K Buy
4,295
+1
+0% +$59 0.11% 79
2025
Q1 		$258K Sell
4,294
-874
-17% -$47.7K 0.13% 78
2024
Q4 		$270K Buy
+5,168
New +$275K 0.19% 75

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keyvantage Wealth's MO Position: Q1 2026 in Review

Keyvantage Wealth increased its Altria Group (MO) stake by 2% in Q1 2026, buying an estimated $4.95K and bringing the position to 3,989 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #81.

Keyvantage Wealth first reported a position in MO in Q4 2024 and has held it in 6 quarters since. The position peaked at $270K in Q4 2024. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Keyvantage Wealth held 3,989 shares of Altria Group worth $263K as of Q1 2026.
  • Keyvantage Wealth bought 77 Altria Group shares in Q1 2026, an estimated $4.95K.
  • Altria Group made up 0.12% of Keyvantage Wealth's portfolio in Q1 2026, its #81 holding.
  • Keyvantage Wealth first reported a position in Altria Group in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Altria Group position peaked at $270K in Q4 2024.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.