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Altria shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Altria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Altria by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $453k 13k 34.38
2012-09-30 $436k 13k 33.42
2012-06-30 $468k 14k 34.53
2012-03-31 $333k 11k 30.90
2011-12-31 $236k 8.0k 29.65

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View all positions for EP Wealth Advisors

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