Keystone Financial Planning, Inc.

Position in MO — Altria Group, Inc.

CIK 1596906 CLEVELAND, OH

Position in MO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,589,789

+$515,464 QoQ

Shares Held

105,487

-1.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

4.45%

of 13F equity value

Holder Rank

#375

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keystone Financial Planning, Inc. holds $22,363,941 across 3 Tobacco names. MO ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	165,273	$10,207,260
2	MO	Altria Group, Inc. This page	105,487	$7,589,789
3	PM	Philip Morris International Inc.	25,244	$4,566,892

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,589,789	105,487	-1.6%	Shares	Sole	2026-07-15
2026-03-31	$7,074,325	107,203	0.0%	Shares	Sole	2026-04-09
2025-12-31	$6,181,324	107,203	-1.9%	Shares	Sole	2026-01-07
2025-09-30	$7,219,102	109,281	-0.4%	Shares	Sole	2025-10-08
2025-06-30	$6,431,359	109,694	0.0%	Shares	Sole	2025-07-31
2025-03-31	$6,583,833	109,694	0.0%	Shares	Sole	2025-04-09
2024-12-31	$5,735,899	109,694	-0.3%	Shares	Sole	2025-01-13
2024-09-30	$5,618,228	110,075	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$5,020,703	110,224	-0.1%	Shares	Sole	2024-07-10
2024-03-31	$4,814,601	110,376	-4.2%	Shares	Sole	2024-04-10
2023-12-31	$4,650,153	115,274	0.0%	Shares	Sole	2024-01-12
2023-09-30	$4,847,271	115,274	0.0%	Shares	Sole	2023-10-10
2023-06-30	$5,221,912	115,274	+1.6%	Shares	Sole	2023-07-11
2023-03-31	$5,062,451	113,457	-0.2%	Shares	Sole	2023-04-21
2022-12-31	$5,198,369	113,725	-0.8%	Shares	Sole	2023-01-30
2022-09-30	$4,627,790	114,606	0.0%	Shares	Sole	2022-10-12
2022-06-30	$4,787,092	114,606	0.0%	Shares	Sole	2022-07-19
2022-03-31	$5,988,163	114,606	-0.9%	Shares	Sole	2022-04-28
2021-12-31	$5,479,705	115,630	-1.4%	Shares	Sole	2022-02-09
2021-09-30	$5,337,083	117,247	+1.6%	Shares	Sole	2021-10-15
2021-06-30	$5,501,127	115,376	-2.8%	Shares	Sole	2021-08-13
2021-03-31	$6,071,361	118,674	0.0%	Shares	Sole	2021-05-07
2020-12-31	$4,865,634	118,674	-0.3%	Shares	Sole	2021-02-04
2020-09-30	$4,598,469	119,008	0.0%	Shares	Sole	2020-11-05
2020-06-30	$4,671,064	119,008	-0.1%	Shares	Sole	2020-07-27
2020-03-31	$4,604,784	119,079	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.