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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
22,012
Value
$1.58M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,012$1.58M<0.1%−1,830−7.7%ReducedHolders
Q1 202623,842$1.57M<0.1%−1,990−7.7%ReducedHolders
Q4 202525,832$1.49M<0.1%+3,761+17.0%AddedHolders
Q3 202522,071$1.46M<0.1%+2,159+10.8%AddedHolders
Q2 202519,912$1.17M<0.1%+12,006+151.9%AddedHolders
Q1 20257,906$474.5K<0.1%−1,609−16.9%ReducedHolders
Q4 20249,515$497.6K<0.1%+896+10.4%AddedHolders
Q3 20248,619$439.9K<0.1%+112+1.3%AddedHolders
Q2 20248,507$387.5K<0.1%−3,748−30.6%ReducedHolders
Q1 202412,255$534.6K<0.1%−1,809−12.9%ReducedHolders
Q4 202314,064$567.3K<0.1%+155+1.1%AddedHolders
Q3 202313,909$584.9K<0.1%+88+0.6%AddedHolders
Q2 202313,821$626.1K<0.1%+2,158+18.5%AddedHolders
Q1 202311,663$520.4K<0.1%+43+0.4%AddedHolders
Q4 202211,620$531.2K<0.1%−1,044−8.2%ReducedHolders
Q3 202212,664$511.0K<0.1%+1,779+16.3%AddedHolders
Q2 202210,885$455.0K<0.1%−430−3.8%ReducedHolders
Q1 202211,315$591.0K<0.1%−1,881−14.3%ReducedHolders
Q4 202113,196$625.0K<0.1%−2,078−13.6%ReducedHolders
Q3 202115,274$695.0K<0.1%−171−1.1%ReducedHolders
Q2 202115,445$736.0K<0.1%+742+5.0%AddedHolders
Q1 202114,703$752.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.