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Altria shares owned by Warner Financial

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

Historical chart of Warner Financial investment in Altria

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

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Quarterly reported holdings in Altria by Warner Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 3.3k 65.85
2025-09-30 $215k 3.3k 66.15
2025-03-31 $278k 4.6k 60.04

More positions owned by Warner Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Warner Financial

Top funds holding Altria

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
GQG Partners
Ameriprise Financial
Capital World Investors
Northern Trust
Bank of New York Mellon
Capital Research Global Investors
Arrowstreet Capital, Limited Partnership
Invesco
Goldman Sachs Group
Legal & General Group

View all funds holding Altria