Altria shares owned by Forum Financial Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Altria
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Quarterly reported holdings in Altria by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 22k | 66.06 |
| 2025-06-30 | $1.3M | 22k | 58.63 |
| 2025-03-31 | $1.2M | 21k | 60.02 |
| 2024-12-31 | $1.1M | 22k | 52.29 |
| 2024-09-30 | $822k | 16k | 51.04 |
| 2024-06-30 | $609k | 13k | 45.55 |
| 2024-03-31 | $475k | 11k | 43.62 |
| 2023-12-31 | $511k | 13k | 40.34 |
| 2023-09-30 | $558k | 13k | 42.05 |
| 2023-06-30 | $518k | 11k | 45.30 |
| 2023-03-31 | $478k | 11k | 44.62 |
| 2022-12-31 | $518k | 11k | 45.71 |
| 2022-09-30 | $456k | 11k | 40.35 |
| 2022-06-30 | $547k | 13k | 41.75 |
| 2022-03-31 | $556k | 11k | 52.23 |
| 2021-12-31 | $504k | 11k | 47.37 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management