Key Financial Inc

Position in MO — Altria Group, Inc.

CIK 1801720 WEST CHESTER, PA

Position in MO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$308,736

+$96,051 QoQ

Shares Held

4,291

+33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,850

of 2,535 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Key Financial Inc holds $580,233 across 3 Tobacco names. MO ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	4,291	$308,736
2	PM	Philip Morris International Inc.	1,498	$271,003
3	BTI	British American Tobacco p.l.c.	8	$494

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,736	4,291	+33.1%	Shares	Sole	2026-07-24
2026-03-31	$212,685	3,223	0.0%	Shares	Sole	2026-04-24
2025-12-31	$185,838	3,223	+4.0%	Shares	Sole	2026-02-09
2025-09-30	$204,719	3,099	+4.5%	Shares	Sole	2025-11-05
2025-06-30	$173,896	2,966	-1.4%	Shares	Sole	2025-08-05
2025-03-31	$180,480	3,007	-0.3%	Shares	Sole	2025-05-01
2024-12-31	$157,654	3,015	0.0%	Shares	Sole	2025-01-31
2024-09-30	$153,885	3,015	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$136,558	2,998	0.0%	Shares	Sole	2024-07-30
2024-03-31	$130,772	2,998	0.0%	Shares	Sole	2024-05-13
2023-12-31	$120,939	2,998	-24.4%	Shares	Sole	2024-01-31
2023-09-30	$166,770	3,966	-4.2%	Shares	Sole	2023-11-01
2023-06-30	$187,587	4,141	+4.4%	Shares	Sole	2023-07-28
2023-03-31	$176,962	3,966	+6.9%	Shares	Sole	2023-05-02
2022-12-31	$169,538	3,709	0.0%	Shares	Sole	2023-01-26
2022-09-30	$149,769	3,709	0.0%	Shares	Sole	2022-10-28
2022-06-30	$154,924	3,709	-3.9%	Shares	Sole	2022-07-26
2022-03-31	$201,632	3,859	+5.8%	Shares	Sole	2022-04-27
2021-12-31	$172,831	3,647	+31.9%	Shares	Sole	2022-01-19
2021-09-30	$125,908	2,766	+4.5%	Shares	Sole	2021-11-01
2021-06-30	$126,161	2,646	+6.0%	Shares	Sole	2021-08-02
2021-03-31	$127,695	2,496	+5.6%	Shares	Sole	2021-04-30
2020-12-31	$96,924	2,364	0.0%	Shares	Sole	2021-01-29
2020-03-31	$91,415	2,364	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.