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Altria shares owned by Planning Strategies

Quarter-by-quarter ownership of Altria (MO) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $71k 984 71.95

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T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
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Vanguard Short-term Corporate Bond Etf Etf (VCSH)
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
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Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

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