Altria shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Altria (MO) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Altria
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All positions including Altria held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Altria by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 28k | 66.06 |
| 2025-06-30 | $1.3M | 23k | 58.63 |
| 2025-03-31 | $1.1M | 18k | 60.02 |
| 2024-12-31 | $818k | 16k | 52.30 |