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Altria shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Altria (MO) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $610k 9.2k 66.06
2025-06-30 $459k 7.8k 58.63
2025-03-31 $453k 7.5k 60.03
2024-12-31 $390k 7.5k 52.28
2024-09-30 $381k 7.5k 51.05
2024-06-30 $317k 7.0k 45.55
2020-12-31 $16k 404 39.60

More positions owned by Safeguard Investment Advisory Group

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)

View all positions for Safeguard Investment Advisory Group

Top funds holding Altria

Vanguard Group
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State Street Corporation
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Geode Capital Management
GQG Partners
Capital World Investors
Morgan Stanley
Ameriprise Financial
Northern Trust
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Capital Research Global Investors
Jpmorgan Chase & Co
Invesco

View all funds holding Altria