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Altria shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Altria (MO) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Altria

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All positions including Altria held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2023-12-31 $816k 20k 40.34
2023-06-30 $862k 19k 45.30
2023-03-31 $825k 19k 44.62

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
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Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

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
Royal Bank of Canada
Barclays
Jpmorgan Chase & Co
Fayez Sarofim & Co
Swiss National Bank
AQR Capital Management

View all funds holding Altria