Back to MO
Keystone Financial Planning, Inc. → MO
Keystone Financial Planning, Inc. MO Position History
Altria Group, Inc. • Consumer Defensive
Quarters held
4
Latest value
$7.1M
Q3 2026
Peak value
$7.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.2M |
| Q1 2026 | $7.1M |
| Q2 2026 | $7.6M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 105.5K | — | — |
| Q2 2026 | $7.6M | 105.5K | — | — |
| Q1 2026 | $7.1M | 107.2K | — | — |
| Q4 2025 | $6.2M | 107.2K | — | — |
Other funds holding MO
$9.4B
$8.9B
$8.3B
$5.1B
$5.1B
$4.8B
$4.8B