Altria shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $834k | 13k | 66.06 |
| 2025-06-30 | $841k | 14k | 58.63 |
| 2025-03-31 | $908k | 15k | 60.02 |
| 2024-12-31 | $1.0M | 19k | 52.29 |
| 2024-09-30 | $883k | 17k | 51.04 |
| 2024-06-30 | $779k | 17k | 45.55 |
| 2024-03-31 | $739k | 17k | 43.62 |
| 2023-09-30 | $2.2M | 52k | 42.05 |
| 2023-06-30 | $2.4M | 54k | 45.30 |
| 2023-03-31 | $2.6M | 57k | 44.62 |
| 2022-12-31 | $2.6M | 58k | 45.71 |
| 2022-09-30 | $2.4M | 59k | 40.38 |
| 2022-06-30 | $2.4M | 57k | 41.77 |
| 2022-03-31 | $1.2M | 23k | 52.23 |
| 2021-12-31 | $1.1M | 22k | 47.40 |
| 2021-09-30 | $1.0M | 23k | 45.51 |
| 2021-06-30 | $1.0M | 22k | 47.66 |
| 2021-03-31 | $1.1M | 21k | 51.16 |
| 2020-12-31 | $809k | 20k | 40.98 |
| 2020-09-30 | $654k | 17k | 38.63 |
| 2020-06-30 | $639k | 16k | 39.23 |
| 2020-03-31 | $620k | 16k | 38.69 |
| 2019-12-31 | $675k | 14k | 49.90 |
| 2019-09-30 | $790k | 19k | 40.92 |
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