Phillips Wealth Planners »

Altria shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Altria (MO) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Altria by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 2.9k 72.96

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Tr Core Msci Euro (IEUR)
Apple (AAPL)
Abbvie (ABBV)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Wal-Mart Stores (WMT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Williams Companies (WMB)
TJX Companies (TJX)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Phillips Wealth Planners

Top funds holding Altria

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

View all funds holding Altria