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Altria shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management investment in Altria

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

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Quarterly reported holdings in Altria by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 5.3k 66.07
2025-06-30 $245k 4.2k 58.63
2025-03-31 $209k 3.5k 60.02

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NVIDIA Corporation (NVDA)
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United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
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JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding Altria

Vanguard Group
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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