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Altria shares owned by Affinity Wealth Management

Quarter-by-quarter ownership of Altria (MO) shares owned by Affinity Wealth Management from 13F filings

Historical chart of Affinity Wealth Management investment in Altria

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All positions including Altria held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 3.2k 65.99
2025-09-30 $212k 3.2k 66.06
2017-09-30 $226k 3.0k 74.39
2017-06-30 $226k 3.0k 74.39
2017-03-31 $235k 3.3k 71.30
2016-12-31 $223k 3.3k 67.66
2016-09-30 $225k 3.6k 63.11
2016-06-30 $246k 3.6k 69.00

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Select Sector Spdr Tr State Street Ene (XLE)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
Spdr Series Trust State Street Spd (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Fin (XLF)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
NVIDIA Corporation (NVDA)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Palantir Technologies Cl A (PLTR)
Dbx Etf Tr Xtrack Msci Japn (DBJP)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Affinity Wealth Management

Top funds holding Altria

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
GQG Partners
Ameriprise Financial
Capital World Investors
Northern Trust
Bank of New York Mellon
Capital Research Global Investors
Arrowstreet Capital, Limited Partnership
Invesco
Goldman Sachs Group
Legal & General Group

View all funds holding Altria