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Altria shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management investment in Altria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Altria by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $990k 15k 66.06
2025-06-30 $890k 15k 58.63
2025-03-31 $897k 15k 60.02
2024-12-31 $782k 15k 52.29
2024-09-30 $767k 15k 51.04

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding Altria

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
GQG Partners
Capital World Investors
Morgan Stanley
Ameriprise Financial
Northern Trust
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Capital Research Global Investors
Jpmorgan Chase & Co
Invesco

View all funds holding Altria