Key Financial Inc

Position in PM — Philip Morris International Inc.

CIK 1801720 WEST CHESTER, PA

Position in PM

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

Position Value

$271,003

+$23,324 QoQ

Shares Held

1,498

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,396

of 2,919 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. PM ranks #2 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	4,291	$308,736
2	PM	Philip Morris International Inc. This page	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	$271,003	1,498	0.0%	Shares	Sole	2026-07-24
2026-03-31	$247,679	1,498	+24.8%	Shares	Sole	2026-04-24
2025-12-31	$192,480	1,200	+2.2%	Shares	Sole	2026-02-09
2025-09-30	$190,422	1,174	-56.2%	Shares	Sole	2025-11-05
2025-06-30	$488,472	2,682	0.0%	Shares	Sole	2025-08-05
2025-03-31	$425,713	2,682	-0.9%	Shares	Sole	2025-05-01
2024-12-31	$325,787	2,707	+19.4%	Shares	Sole	2025-01-31
2024-09-30	$275,335	2,268	+0.4%	Shares	Sole	2024-10-29
2024-06-30	$228,803	2,258	0.0%	Shares	Sole	2024-07-30
2024-03-31	$206,877	2,258	0.0%	Shares	Sole	2024-05-13
2023-12-31	$212,432	2,258	0.0%	Shares	Sole	2024-01-31
2023-09-30	$209,045	2,258	-5.4%	Shares	Sole	2023-11-01
2023-06-30	$233,116	2,388	+5.8%	Shares	Sole	2023-07-28
2023-03-31	$219,590	2,258	0.0%	Shares	Sole	2023-05-02
2022-12-31	$228,532	2,258	0.0%	Shares	Sole	2023-01-26
2022-09-30	$187,436	2,258	0.0%	Shares	Sole	2022-10-28
2022-06-30	$222,954	2,258	+5.9%	Shares	Sole	2022-07-26
2022-03-31	$200,374	2,133	+237.0%	Shares	Sole	2022-04-27
2021-12-31	$60,135	633	0.0%	Shares	Sole	2022-01-19
2021-09-30	$60,002	633	+3.4%	Shares	Sole	2021-11-01
2021-06-30	$60,655	612	+32.5%	Shares	Sole	2021-08-02
2021-03-31	$40,997	462	+25.2%	Shares	Sole	2021-04-30
2020-12-31	$30,549	369	-35.1%	Shares	Sole	2021-01-29
2020-03-31	$41,514	569	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.