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Altria shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Altria

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

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Quarterly reported holdings in Altria by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 3.1k 65.99
2021-03-31 $205k 4.0k 51.08

More positions owned by Connecticut Wealth Management

Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Connecticut Wealth Management

Top funds holding Altria

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Morgan Stanley
GQG Partners
Ameriprise Financial
Capital World Investors
Northern Trust
Bank of America Corporation
Goldman Sachs Group

View all funds holding Altria