Altria shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Altria (MO) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 27k | 58.68 |
| 2025-09-30 | $955k | 14k | 67.10 |
| 2025-06-30 | $446k | 7.6k | 58.64 |
| 2025-03-31 | $1.6M | 27k | 60.02 |
| 2024-12-31 | $1.5M | 28k | 52.29 |
| 2024-09-30 | $1.6M | 31k | 51.04 |
| 2024-06-30 | $1.5M | 32k | 45.55 |
| 2024-03-31 | $1.5M | 34k | 43.62 |
| 2023-09-30 | $1.3M | 31k | 42.05 |
| 2023-06-30 | $1.3M | 29k | 45.30 |
| 2018-09-30 | $11k | 166 | 66.27 |
| 2018-06-30 | $21k | 366 | 57.38 |
| 2018-03-31 | $25k | 400 | 62.50 |
More positions owned by Mount Yale Investment Advisors
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