Altria Group, Inc.
CL ˙ SNSE ˙ US02209S1033
SecurityCL:MO / Altria Group, Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership10,527 shares
Latest Disclosed Value $ 694,669
180 Wealth Advisors, Llc reports 1.23% increase in ownership of MO / Altria Group, Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 10,527 shares of Altria Group, Inc. (CL:MO) valued at $694,669 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 10,399 shares of Altria Group, Inc.. This represents a change in shares of 1.23% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F ALTRIA GROUP COM 02209S103 10,527 128 1.23 695 15.86 0.0790
2026-01-09 2025-12-31 13F ALTRIA GROUP COM 02209S103 10,399 -135 -1.28 600 -13.81 0.0683
2025-10-16 2025-09-30 13F ALTRIA GROUP COM 02209S103 10,534 -1,319 -11.13 696 0.14 0.0848
2025-07-31 2025-06-30 13F ALTRIA GROUP COM 02209S103 11,853 -221 -1.83 695 -4.14 0.0969
2025-04-09 2025-03-31 13F ALTRIA GROUP COM 02209S103 12,074 -21 -0.17 725 14.56 0.1154
2025-01-14 2024-12-31 13F ALTRIA GROUP COM 02209S103 12,095 -51 -0.42 632 2.10 0.0991
2024-11-01 2024-09-30 13F ALTRIA GROUP COM 02209S103 12,146 -180 -1.46 620 6.72 0.0976
2024-07-16 2024-06-30 13F ALTRIA GROUP COM 02209S103 12,326 -545 -4.23 580 3.39 0.0946
2024-04-16 2024-03-31 13F ALTRIA GROUP COM 02209S103 12,871 -136 -1.05 561 3.89 0.1009
2024-01-25 2023-12-31 13F ALTRIA GROUP COM 02209S103 13,007 -130 -0.99 541 -2.17 0.1082
2023-11-01 2023-09-30 13F ALTRIA GROUP COM 02209S103 13,137 310 2.42 552 -6.28 0.1243
2023-07-12 2023-06-30 13F ALTRIA GROUP COM 02209S103 12,827 -11 -0.09 589 2.97 0.1293
2023-04-07 2023-03-31 13F ALTRIA GROUP COM 02209S103 12,838 -166 -1.28 573 -0.52 0.1333
2023-02-02 2022-12-31 13F ALTRIA GROUP COM 02209S103 13,004 94 0.73 576 10.36 0.1354
2022-10-12 2022-09-30 13F ALTRIA GROUP COM 02209S103 12,910 -148 -1.13 521 -5.62 0.1434
2022-07-11 2022-06-30 13F ALTRIA GROUP COM 02209S103 13,058 -418 -3.10 552 -25.81 0.1409
2022-04-22 2022-03-31 13F ALTRIA GROUP COM 02209S103 13,476 -7,892 -36.93 744 -30.79 0.1624
2022-01-26 2021-12-31 13F ALTRIA GROUP COM 02209S103 21,368 -464 -2.13 1,075 1.13 0.2413
2021-10-28 2021-09-30 13F ALTRIA GROUP COM 02209S103 21,832 -185 -0.84 1,063 0.38 0.2342
2021-08-13 2021-06-30 13F ALTRIA GROUP COM 02209S103 22,017 38 0.17 1,059 -3.64 0.2422
2021-05-25 2021-03-31 13F ALTRIA GROUP COM 02209S103 21,979 2,572 13.25 1,099 37.38 0.2725
2021-01-27 2020-12-31 13F ALTRIA GROUP COM 02209S103 19,407 13,733 242.03 800 263.64 0.2308
2020-10-23 2020-09-30 13F ALTRIA GROUP COM 02209S103 5,674 150 2.72 220 -3.93 0.0825
2020-07-21 2020-06-30 13F ALTRIA GROUP COM 02209S103 5,524 -50 -0.90 229 13.37 0.0910
2020-04-09 2020-03-31 13F ALTRIA GROUP COM 02209S103 5,574 75 1.36 202 -28.37 0.1049
2020-01-17 2019-12-31 13F ALTRIA GROUP COM 02209S103 5,499 -451 -7.58 282 11.46 0.1124
2019-10-22 2019-09-30 13F ALTRIA GROUP COM 02209S103 5,950 -352 -5.59 253 -16.23 0.1119
2019-08-05 2019-06-30 13F ALTRIA GROUP COM 02209S103 6,302 -557 -8.12 302 -16.80 0.1359
2019-05-14 2019-03-31 13F ALTRIA GROUP COM 02209S103 6,859 -11,198 -62.01 363 -66.67 0.1647
2019-01-15 2018-12-31 13F ALTRIA GROUP COM 02209S103 18,057 0 0.00 1,089 0.00 0.5083
2018-11-14 2018-09-30 13F ALTRIA GROUP COM 02209S103 18,057 -5,248 -22.52 1,089 -17.69 0.5035
2018-08-08 2018-06-30 13F ALTRIA GROUP COM 02209S103 23,305 878 3.91 1,323 -5.23 0.6555
2018-06-01 2018-03-31 13F ALTRIA GROUP COM 02209S103 22,427 479 2.18 1,396 -10.91 0.7248
2018-02-13 2017-12-31 13F ALTRIA GROUP COM 02209S103 21,948 21,948 1,567 0.7977
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.