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Altria shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Altria

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

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Quarterly reported holdings in Altria by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $266k 6.6k 40.34
2023-09-30 $418k 9.9k 42.05
2023-06-30 $279k 6.2k 45.30
2023-03-31 $202k 4.5k 44.62

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Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

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