Altria Group, Inc.
CL ˙ SNSE ˙ US02209S1033
SecurityCL:MO / Altria Group, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership14,730 shares
Latest Disclosed Value $ 972,050
Principle Wealth Partners Llc reports 3.23% increase in ownership of MO / Altria Group, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 14,730 shares of Altria Group, Inc. (CL:MO) valued at $972,050 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 14,269 shares of Altria Group, Inc.. This represents a change in shares of 3.23% 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.

Upgrade to unlock premium data and export to Excel .

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 14,730 461 3.23 972 18.25 0.0556
2026-02-06 2025-12-31 13F ALTRIA GROUP COM 02209S103 14,269 11 0.08 823 -12.65 0.0463
2025-11-03 2025-09-30 13F ALTRIA GROUP COM 02209S103 14,258 153 1.08 942 13.92 0.0547
2025-07-30 2025-06-30 13F ALTRIA GROUP COM 02209S103 14,105 115 0.82 827 -1.55 0.0517
2025-05-06 2025-03-31 13F ALTRIA GROUP COM 02209S103 13,990 553 4.12 840 19.52 0.0600
2025-01-29 2024-12-31 13F ALTRIA GROUP COM 02209S103 13,437 -1 -0.01 703 2.48 0.0493
2024-11-13 2024-09-30 13F ALTRIA GROUP COM 02209S103 13,438 0 0.00 686 11.93 0.0486
2024-08-13 2024-06-30 13F ALTRIA GROUP COM 02209S103 13,438 216 1.63 612 6.25 0.0466
2024-04-23 2024-03-31 13F/A-1 ALTRIA GROUP COM 02209S103 13,222 2,939 28.58 577 39.13 0.0450
2024-04-23 2024-03-31 13F ALTRIA GROUP COM 02209S103 13,222 2,939 577 0.0450
2024-02-05 2023-12-31 13F ALTRIA GROUP COM 02209S103 10,283 -2,405 -18.95 415 -22.33 0.0357
2023-11-01 2023-09-30 13F ALTRIA GROUP COM 02209S103 12,688 -450 -3.43 534 -10.42 0.0536
2023-07-31 2023-06-30 13F ALTRIA GROUP COM 02209S103 13,138 -1,320 -9.13 595 -7.75 0.0598
2023-05-10 2023-03-31 13F ALTRIA GROUP COM 02209S103 14,458 0 0.00 645 -2.27 0.0690
2023-02-02 2022-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 14,458 0 0.00 661 13.01 0.0749
2022-11-14 2022-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 14,458 -1,850 -11.34 584 -14.24 0.0551
2022-08-02 2022-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 16,308 -1,225 -6.99 681 -25.66 0.0820
2022-05-12 2022-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 17,533 650 3.85 916 14.50 0.0963
2022-02-11 2021-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 16,883 1,450 9.40 800 13.80 0.0840
2021-11-16 2021-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 15,433 580 3.90 703 -0.71 0.0812
2021-08-13 2021-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 14,853 0 0.00 708 -6.84 0.0804
2021-05-18 2021-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 14,853 -642 -4.14 760 19.69 0.0889
2021-02-16 2020-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 15,495 4,637 42.71 635 51.19 0.0837
2020-11-16 2020-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 10,858 -905 -7.69 420 -9.09 0.1170
2020-08-14 2020-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 11,763 -1,444 -10.93 462 -9.59 0.1357
2020-05-13 2020-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 13,207 -1,711 -11.47 511 -31.41 0.1918
2020-02-04 2019-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 14,918 2,064 16.06 745 41.63 0.2379
2019-11-05 2019-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 12,854 2,373 22.64 526 6.05 0.1818
2019-11-05 2019-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 10,481 908 9.49 496 -9.82 0.2552
2019-10-30 2019-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 9,573 -1,389 -12.67 550 1.66 0.3146
2019-10-10 2018-12-31 13F ALTRIA GROUP Com 02209S103 10,962 10,962 541 0.4540
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.