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Altria shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Altria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Altria by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 5.4k 66.06
2025-06-30 $314k 5.4k 58.63
2025-03-31 $269k 4.5k 60.02
2024-12-31 $210k 4.0k 52.29

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Intergy Private Wealth

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