Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$748,927
+$65,073 QoQ
Shares Held
10,409
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,234
of 2,535 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Keystone Wealth Services, LLC holds $1,951,616 across 2 Tobacco names. MO ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,648 | $1,202,689 | |
| 2 | MO |
Altria Group, Inc.
This page
|
10,409 | $748,927 |
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,927 | 10,409 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $683,854 | 10,363 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $793,113 | 13,755 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $898,085 | 13,595 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $770,280 | 13,138 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $753,611 | 12,556 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $634,905 | 12,142 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $604,058 | 11,835 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $544,185 | 11,947 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $519,863 | 11,918 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $506,024 | 12,544 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $537,651 | 12,786 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $581,425 | 12,835 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $603,083 | 13,516 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $620,970 | 13,585 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $547,350 | 13,555 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $561,012 | 13,431 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $701,142 | 13,419 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $619,813 | 13,079 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||