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Altria shares owned by BT Wealth Management

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

Historical chart of BT Wealth Management investment in Altria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Altria by BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $232k 5.5k 41.82
2022-03-31 $284k 5.4k 52.20
2021-12-31 $258k 5.4k 47.42
2019-06-30 $253k 5.5k 46.29
2019-03-31 $430k 7.5k 57.40
2018-12-31 $504k 10k 49.14

More positions owned by BT Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Us Sml Cp Value (SVAL)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Russell 2000 Etf (IWM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for BT Wealth Management

Top funds holding Altria

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Morgan Stanley
Goldman Sachs Group
Northern Trust
Bank of New York Mellon
Bank of America Corporation
Capital Research Global Investors
Invesco

View all funds holding Altria