Institutional & Family Asset Management »

Altria shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Altria (MO) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 24k 45.55
2024-03-31 $1.1M 24k 43.62
2023-12-31 $969k 24k 40.34
2023-09-30 $1.0M 24k 42.05
2023-06-30 $1.1M 24k 45.30
2023-03-31 $1.1M 24k 44.62
2022-12-31 $1.1M 24k 45.71
2022-09-30 $960k 24k 40.39
2022-06-30 $991k 24k 41.79
2022-03-31 $1.2M 24k 52.24
2021-12-31 $1.1M 24k 47.40
2021-09-30 $1.1M 25k 45.53
2021-06-30 $1.2M 25k 47.69
2021-03-31 $3.9M 77k 51.17
2020-12-31 $3.7M 91k 41.01
2020-09-30 $3.6M 94k 38.64
2020-06-30 $3.9M 100k 39.25
2020-03-31 $4.0M 102k 38.67
2019-12-31 $4.3M 86k 49.91
2019-09-30 $3.5M 87k 40.90
2019-06-30 $4.1M 86k 47.35
2019-03-31 $5.2M 90k 57.43
2018-12-31 $4.2M 85k 49.39
2018-09-30 $5.2M 86k 60.31
2018-06-30 $4.9M 86k 56.79
2018-03-31 $5.1M 81k 62.32
2017-12-31 $6.7M 94k 71.41
2017-09-30 $4.7M 73k 63.43
2017-06-30 $5.4M 73k 74.48
2017-03-31 $5.2M 73k 71.43
2016-12-31 $5.0M 73k 67.62
2016-09-30 $4.5M 71k 63.23
2016-06-30 $4.5M 66k 68.95
2016-03-31 $3.6M 62k 58.22
2015-12-31 $3.6M 62k 58.21

More positions owned by Institutional & Family Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

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