Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$291,685
+$28,451 QoQ
Shares Held
4,054
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,895
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026KEYVANTAGE WEALTH, LLC holds $594,166 across 2 Tobacco names. MO ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,672 | $302,481 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,054 | $291,685 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,685 | 4,054 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $263,234 | 3,989 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $225,565 | 3,912 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $262,654 | 3,976 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $251,815 | 4,295 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $257,725 | 4,294 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $270,234 | 5,168 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||