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Altria shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of Altria (MO) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & Associates investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 62k 40.20
2023-09-30 $2.4M 56k 42.66
2023-06-30 $2.5M 55k 45.46
2023-03-31 $2.8M 61k 46.13
2022-12-31 $2.7M 61k 45.04
2022-09-30 $2.7M 61k 44.77
2022-06-30 $2.6M 61k 42.77
2022-03-31 $3.3M 61k 54.91
2021-12-31 $2.9M 61k 47.39
2021-09-30 $2.9M 61k 48.13
2021-06-30 $2.9M 61k 47.21
2021-03-31 $3.1M 60k 51.13
2020-12-31 $2.6M 62k 41.00
2020-06-30 $2.6M 65k 39.25
2020-03-31 $3.3M 84k 38.67
2019-12-31 $4.2M 85k 49.91
2019-09-30 $3.3M 81k 40.90
2019-06-30 $3.9M 82k 47.35
2019-03-31 $4.7M 81k 57.43
2018-12-31 $4.9M 81k 60.32
2018-09-30 $4.9M 81k 60.32
2018-06-30 $4.6M 81k 56.79
2018-03-31 $5.2M 83k 62.32
2017-12-31 $6.3M 89k 71.41
2017-09-30 $5.4M 85k 63.42
2017-06-30 $6.4M 86k 74.47
2017-03-31 $5.5M 78k 71.42
2016-12-31 $5.1M 76k 67.61
2016-09-30 $4.8M 76k 63.23
2016-06-30 $5.3M 77k 68.96
2016-03-31 $4.9M 78k 62.66
2015-12-31 $4.0M 70k 58.22
2015-09-30 $3.8M 70k 54.41
2015-06-30 $3.4M 70k 48.91
2015-03-31 $3.6M 72k 50.03
2014-12-31 $3.5M 71k 49.27
2014-09-30 $2.4M 53k 45.95
2014-06-30 $2.2M 53k 41.94
2014-03-31 $2.0M 53k 37.44
2013-12-31 $2.0M 53k 38.39
2013-09-30 $1.9M 55k 34.34
2013-06-30 $1.9M 54k 34.99

More positions owned by Kuehl Shepherd Kozlowski & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Mega Cap Index (MGC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Kuehl Shepherd Kozlowski & Associates

Top funds holding Altria

Vanguard Group
Charles Schwab Investment Management
Bank of New York Mellon
Bank of America Corporation
Legal & General Group
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Harris Associates L.P
Pacer Advisors
Van Eck Associates Corp.
Royal Bank of Canada
Barclays
Jpmorgan Chase & Co
Fayez Sarofim & Co
Swiss National Bank

View all funds holding Altria