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Altria shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Altria (MO) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Altria

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All positions including Altria held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $23k 500 46.53
2024-03-31 $22k 500 44.60
2023-12-31 $21k 500 41.32

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Altria

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

View all funds holding Altria