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Altria shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Altria

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

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Quarterly reported holdings in Altria by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7M 101k 65.99
2025-12-31 $6.0M 104k 57.66
2025-09-30 $3.2M 49k 66.06
2025-06-30 $2.7M 46k 58.65
2025-03-31 $2.7M 46k 60.04
2024-12-31 $1.9M 37k 52.31
2024-09-30 $958k 19k 51.04
2024-06-30 $601k 13k 45.55
2024-03-31 $204k 4.7k 43.62
2022-03-31 $203k 3.8k 53.02
2021-03-31 $206k 4.1k 50.05
2019-12-31 $219k 4.3k 50.75
2019-06-30 $227k 4.7k 47.81
2019-03-31 $253k 4.3k 58.19
2018-12-31 $221k 4.5k 49.64