Altria Group, Inc.
CL ˙ SNSE ˙ US02209S1033
SecurityCL:MO / Altria Group, Inc.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership1,566 shares
Latest Disclosed Value $ 103,377
Crewe Advisors LLC reports 15.49% increase in ownership of MO / Altria Group, Inc.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 1,566 shares of Altria Group, Inc. (CL:MO) valued at $103,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,356 shares of Altria Group, Inc.. This represents a change in shares of 15.49% 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)
2026-05-07 2026-03-31 13F ALTRIA GROUP COM 02209S103 1,566 210 15.49 103 32.05 0.0088
2026-01-16 2025-12-31 13F ALTRIA GROUP COM 02209S103 1,356 54 4.15 78 -9.30 0.0069
2025-11-13 2025-09-30 13F ALTRIA GROUP COM 02209S103 1,302 -108 -7.66 86 4.88 0.0082
2025-07-30 2025-06-30 13F ALTRIA GROUP COM 02209S103 1,410 0 0.00 83 -2.38 0.0117
2025-04-23 2025-03-31 13F ALTRIA GROUP COM 02209S103 1,410 0 0.00 85 15.07 0.0119
2025-01-27 2024-12-31 13F ALTRIA GROUP COM 02209S103 1,410 8 0.57 74 2.82 0.0102
2024-11-12 2024-09-30 13F ALTRIA GROUP COM 02209S103 1,402 0 0.00 72 12.70 0.0083
2024-07-29 2024-06-30 13F ALTRIA GROUP COM 02209S103 1,402 -135 -8.78 64 -5.97 0.0072
2024-05-14 2024-03-31 13F ALTRIA GROUP COM 02209S103 1,537 1,537 67 0.0078
2023-11-09 2023-09-30 13F ALTRIA GROUP COM 02209S103 0 -1,845 -100.00 0 -100.00
2023-07-28 2023-06-30 13F ALTRIA GROUP COM 02209S103 1,845 -487 -20.88 84 -20.19 0.0117
2023-05-12 2023-03-31 13F ALTRIA GROUP COM 02209S103 2,332 -106 -4.35 104 -6.31 0.0152
2023-02-08 2022-12-31 13F ALTRIA GROUP COM 02209S103 2,438 -286 -10.50 111 0.91 0.0177
2022-11-14 2022-09-30 13F ALTRIA GROUP COM 02209S103 2,724 192 7.58 110 3.77 0.0199
2022-08-02 2022-06-30 13F ALTRIA GROUP COM 02209S103 2,532 460 22.20 106 -1.85 0.0234
2022-04-27 2022-03-31 13F ALTRIA GROUP COM 02209S103 2,072 1,602 340.85 108 390.91 0.0211
2022-02-10 2021-12-31 13F ALTRIA GROUP COM 02209S103 470 170 56.67 22 57.14 0.0045
2021-10-29 2021-09-30 13F ALTRIA GROUP COM 02209S103 300 0 0.00 14 0.00 0.0033
2021-08-11 2021-06-30 13F ALTRIA GROUP COM 02209S103 300 0 0.00 14 -6.67 0.0035
2021-04-21 2021-03-31 13F ALTRIA GROUP COM 02209S103 300 0 0.00 15 25.00 0.0037
2021-01-27 2020-12-31 13F ALTRIA GROUP COM 02209S103 300 -223 -42.64 12 -40.00 0.0048
2020-10-13 2020-09-30 13F ALTRIA GROUP COM 02209S103 523 223 74.33 20 66.67 0.0094
2020-07-24 2020-06-30 13F ALTRIA GROUP COM 02209S103 300 0 0.00 12 0.00 0.0059
2020-05-07 2020-03-31 13F ALTRIA GROUP COM 02209S103 300 0 0.00 12 -20.00 0.0072
2020-02-05 2019-12-31 13F ALTRIA GROUP COM 02209S103 300 0 0.00 15 25.00 0.0066
2019-11-05 2019-09-30 13F ALTRIA GROUP COM 02209S103 300 -1,100 -78.57 12 -81.82 0.0055
2019-08-09 2019-06-30 13F ALTRIA GROUP COM 02209S103 1,400 1,100 366.67 66 288.24 0.0215
2019-05-10 2019-03-31 13F ALTRIA GROUP COM 02209S103 300 0 0.00 17 13.33 0.0054
2019-02-05 2018-12-31 13F ALTRIA GROUP COM 02209S103 300 0 0.00 15 -16.67 0.0048
2018-11-13 2018-09-30 13F ALTRIA GROUP COM 02209S103 300 0 0.00 18 5.88 0.0152
2018-08-07 2018-06-30 13F ALTRIA GROUP COM 02209S103 300 0 0.00 17 -10.53 0.0158
2018-05-07 2018-03-31 13F ALTRIA GROUP COM 02209S103 300 -10 -3.23 19 -13.64 0.0186
2018-02-09 2017-12-31 13F ALTRIA GROUP COM 02209S103 310 310 22 0.0215
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.