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Altria shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Altria (MO) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Altria

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All positions including Altria held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $130k 2.0k 65.99
2024-12-31 $3.8k 72 52.29

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

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