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Altria shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Altria (MO) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $20k 277 72.05

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Altria

BlackRock
Vanguard Capital Management
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Morgan Stanley
GQG Partners
Ameriprise Financial
Capital World Investors
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Altria