KFI
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Key Financial Inc’s Altria Group MO Stock Holding History

Key Financial Inc’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 		$309K Buy
4,291
+1,068
+33% +$74.5K 0.05% 244
2026
Q1 		$213K Hold
3,223
– – 0.04% 284
2025
Q4 		$186K Buy
3,223
+124
+4% +$7.49K 0.03% 298
2025
Q3 		$205K Buy
3,099
+133
+4% +$8.43K 0.04% 286
2025
Q2 		$174K Sell
2,966
-41
-1% -$2.41K 0.04% 295
2025
Q1 		$180K Sell
3,007
-8
-0.3% -$437 0.04% 281
2024
Q4 		$158K Hold
3,015
– – 0.04% 287
2024
Q3 		$154K Buy
3,015
+17
+0.6% +$859 0.03% 280
2024
Q2 		$137K Hold
2,998
– – 0.03% 284
2024
Q1 		$131K Hold
2,998
– – 0.03% 273
2023
Q4 		$121K Sell
2,998
-968
-24% -$40K 0.03% 273
2023
Q3 		$167K Sell
3,966
-175
-4% -$7.73K 0.06% 224
2023
Q2 		$188K Buy
4,141
+175
+4% +$7.93K 0.06% 217
2023
Q1 		$177K Buy
3,966
+257
+7% +$11.8K 0.06% 210
2022
Q4 		$150K Hold
3,709
– – 0.07% 196
2022
Q3 		$150K Hold
3,709
– – 0.07% 198
2022
Q2 		$157K Sell
3,709
-150
-4% -$7.77K 0.09% 178
2022
Q1 		$202K Buy
3,859
+212
+6% +$10.8K 0.1% 161
2021
Q4 		$173K Buy
3,647
+881
+32% +$40.4K 0.09% 163
2021
Q3 		$126K Buy
2,766
+120
+5% +$5.8K 0.07% 193
2021
Q2 		$127K Buy
2,646
+150
+6% +$7.37K 0.07% 194
2021
Q1 		$128K Buy
2,496
+132
+6% +$5.92K 0.08% 173
2020
Q4 		$97K Buy
+2,364
New +$94.9K 0.07% 181
2020
Q2 		– Sell
-2,364
Closed -$88K – 419
2020
Q1 		$88K Buy
+2,364
New +$105K 0.09% 170

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Key Financial Inc's MO Position: Q2 2026 in Review

Key Financial Inc increased its Altria Group (MO) stake by 33% in Q2 2026, buying an estimated $74.5K and bringing the position to 4,291 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #244.

Key Financial Inc first reported a position in MO in Q1 2020 and has held it in 24 quarters since. 2,570 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Key Financial Inc held 4,291 shares of Altria Group worth $309K as of Q2 2026.
  • Key Financial Inc bought 1,068 Altria Group shares in Q2 2026, an estimated $74.5K.
  • Altria Group made up 0.05% of Key Financial Inc's portfolio in Q2 2026, its #244 holding.
  • Key Financial Inc first reported a position in Altria Group in Q1 2020 and has held it in 24 quarters since.
  • 2,570 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.