Strategic Planning »

Altria shares owned by Strategic Planning

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

Historical chart of Strategic Planning investment in Altria

Tip: Access up to 7 years of quarterly data

All positions including Altria held by Strategic Planning 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 Strategic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 80k 66.06
2025-06-30 $4.7M 80k 58.63
2025-03-31 $4.8M 80k 60.02

More positions owned by Strategic Planning

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Dow Common Stock (DOW)
Cvs Health Corp Common Stock (CVS)
Ford Mtr Co Del Common Stock (F)
Kraft Heinz Common Stock (KHC)
Pnc Finl Services Common Stock (PNC)
Altria Group Common Stock (MO)
Nike Inc Class Class B Common Stock (NKE)
Dominion Energy Common Stock (D)
Ameren Corp Common Stock (AEE)
Alphabet Inc Class C Common Stock (GOOG)
United Parcel Svc Inc Class B Common Stock (UPS)
Fortinet Common Stock (FTNT)

View all positions for Strategic Planning

Top funds holding Altria

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
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