Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$543,654
+$194,105 QoQ
Shares Held
7,556
+42.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,451
of 2,535 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Keel Point, LLC holds $1,833,180 across 2 Tobacco names. MO ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,128 | $1,289,526 | |
| 2 | MO |
Altria Group, Inc.
This page
|
7,556 | $543,654 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,654 | 7,556 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $349,549 | 5,297 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $301,619 | 5,231 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $409,307 | 6,196 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $293,443 | 5,005 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $226,215 | 3,769 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||