Key Client Fiduciary Advisors’s Altria Group MO Stock Holding History

Key Client Fiduciary Advisors’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Buy	25,757 +1,729	+7%	+$121K	0.53%	40
2026 Q1	$1.59M	Sell	24,028 -326	-1%	-$21K	0.54%	46
2025 Q4	$1.4M	Buy	24,354 +441	+2%	+$26.6K	0.48%	50
2025 Q3	$1.58M	Buy	23,913 +380	+2%	+$24.1K	0.52%	47
2025 Q2	$1.38M	Buy	23,533 +759	+3%	+$44.6K	0.56%	44
2025 Q1	$1.37M	Buy	22,774 +1,067	+5%	+$58.3K	0.62%	40
2024 Q4	$1.14M	Sell	21,707 -89	-0.4%	-$4.74K	0.5%	49
2024 Q3	$1.11M	Buy	21,796 +188	+0.9%	+$9.5K	0.5%	48
2024 Q2	$984K	Sell	21,608 -360	-2%	-$16K	0.49%	51
2024 Q1	$958K	Buy	21,968 +1,327	+6%	+$55K	0.51%	48
2023 Q4	$833K	Sell	20,641 -327	-2%	-$13.5K	0.48%	45
2023 Q3	$882K	Buy	20,968 +1,267	+6%	+$56K	0.54%	40
2023 Q2	$892K	Buy	19,701 +782	+4%	+$35.4K	0.52%	43
2023 Q1	$844K	Buy	18,919 +2,998	+19%	+$138K	0.53%	43
2022 Q4	$728K	Buy	15,921 +3,952	+33%	+$179K	0.49%	46
2022 Q3	$483K	Buy	11,969 +518	+5%	+$22.6K	0.44%	48
2022 Q2	$478K	Buy	11,451 +413	+4%	+$21.4K	0.47%	48
2022 Q1	$577K	Buy	11,038 +986	+10%	+$50.2K	0.46%	54
2021 Q4	$476K	Buy	+10,052	New	+$461K	0.39%	65

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Key Client Fiduciary Advisors's MO Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Altria Group (MO) stake by 7.2% in Q2 2026, buying an estimated $121K and bringing the position to 25,757 shares worth $1.85M. The position accounts for 0.53% of the portfolio, ranked #40.

Key Client Fiduciary Advisors first reported a position in MO in Q4 2021 and has held it in 19 quarters since. 2,561 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Key Client Fiduciary Advisors held 25,757 shares of Altria Group worth $1.85M as of Q2 2026.
Key Client Fiduciary Advisors bought 1,729 Altria Group shares in Q2 2026, an estimated $121K.
Altria Group made up 0.53% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #40 holding.
Key Client Fiduciary Advisors first reported a position in Altria Group in Q4 2021 and has held it in 19 quarters since.
2,561 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.