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Altria shares owned by Asset Planning

Quarter-by-quarter ownership of Altria (MO) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Altria

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All positions including Altria held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 50k 66.06
2025-06-30 $2.9M 50k 58.63
2025-03-31 $3.0M 50k 60.02
2024-12-31 $2.7M 51k 52.29