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Altria shares owned by Holistic Planning

Quarter-by-quarter ownership of Altria (MO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 4.1k 66.06
2025-06-30 $246k 4.2k 58.63

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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