Keudell/Morrison Wealth Management

Position in MO — Altria Group, Inc.

CIK 1785498 Salem, OR

Position in MO

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

Position Value

$2,311,465

+$322,527 QoQ

Shares Held

32,126

+6.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#708

of 2,535 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $6,543,386 across 3 Tobacco names. MO ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	18,824	$3,405,449
2	MO	Altria Group, Inc. This page	32,126	$2,311,465
3	BTI	British American Tobacco p.l.c.	13,382	$826,472

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,311,465	32,126	+6.6%	Shares	Sole	2026-07-15
2026-03-31	$1,988,938	30,140	-0.6%	Shares	Sole	2026-04-20
2025-12-31	$1,748,308	30,321	+12.2%	Shares	Sole	2026-02-06
2025-06-30	$1,583,830	27,014	-5.3%	Shares	Sole	2025-07-22
2025-03-31	$1,712,910	28,539	+6.7%	Shares	Sole	2025-04-23
2024-12-31	$1,398,130	26,738	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$1,371,240	26,866	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$1,243,105	27,291	+1.2%	Shares	Sole	2024-07-16
2024-03-31	$1,176,169	26,964	+6.2%	Shares	Sole	2024-05-07
2023-12-31	$1,024,393	25,394	-5.9%	Shares	Sole	2024-02-14
2023-09-30	$1,134,845	26,988	-2.1%	Shares	Sole	2023-10-18
2023-06-30	$1,249,192	27,576	-1.4%	Shares	Sole	2023-07-20
2023-03-31	$1,248,066	27,971	+0.6%	Shares	Sole	2023-04-18
2022-12-31	$1,271,515	27,817	-2.8%	Shares	Sole	2023-01-20
2022-09-30	$1,155,069	28,605	-0.0%	Shares	Sole	2022-10-12
2022-06-30	$1,195,206	28,614	-4.1%	Shares	Sole	2022-07-18
2022-03-31	$1,559,401	29,845	-1.9%	Shares	Sole	2022-04-18
2021-12-31	$1,441,509	30,418	-2.7%	Shares	Sole	2022-02-08
2021-09-30	$1,422,727	31,255	-0.3%	Shares	Sole	2021-12-08
2021-06-30	$1,494,291	31,340	-4.9%	Shares	Sole	2021-07-13
2021-03-31	$1,685,210	32,940	-7.9%	Shares	Sole	2021-04-13
2020-12-31	$1,466,242	35,762	-12.1%	Shares	Sole	2021-02-12
2020-09-30	$1,571,372	40,667	+0.4%	Shares	Sole	2020-10-20
2020-06-30	$1,589,350	40,493	-13.6%	Shares	Sole	2020-07-14
2020-03-31	$1,812,617	46,874	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.