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Altria shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Altria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Altria by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 35k 51.04
2024-03-31 $1.4M 32k 43.62
2023-12-31 $387k 9.6k 40.34
2022-12-31 $340k 7.4k 45.71
2022-09-30 $301k 7.5k 40.33

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View all positions for Icon Wealth Advisors

Top funds holding Altria

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

View all funds holding Altria