Altria Group, Inc.
CL ˙ SNSE ˙ US02209S1033
SecurityCL:MO / Altria Group, Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership310,052 shares
Latest Disclosed Value $ 20,460,331
Wealthfront Advisers Llc reports 5.97% increase in ownership of MO / Altria Group, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 310,052 shares of Altria Group, Inc. (CL:MO) valued at $20,460,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 292,598 shares of Altria Group, Inc.. This represents a change in shares of 5.97% 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)
2026-05-05 2026-03-31 13F ALTRIA GROUP COM 02209S103 310,052 17,454 5.97 20,460 21.27 0.0449
2026-01-30 2025-12-31 13F ALTRIA GROUP COM 02209S103 292,598 -12,212 -4.01 16,871 -16.21 0.0377
2025-11-06 2025-09-30 13F ALTRIA GROUP COM 02209S103 304,810 15,637 5.41 20,136 18.76 0.0473
2025-07-31 2025-06-30 13F ALTRIA GROUP COM 02209S103 289,173 49,080 20.44 16,954 17.65 0.0437
2025-05-02 2025-03-31 13F ALTRIA GROUP COM 02209S103 240,093 33,167 16.03 14,410 33.18 0.0387
2025-04-01 2024-12-31 13F/A-1 ALTRIA GROUP COM 02209S103 206,926 37,612 22.21 10,820 25.22 0.0316
2024-11-12 2024-09-30 13F ALTRIA GROUP COM 02209S103 169,314 -202 -0.12 8,642 11.92 0.0266
2024-08-14 2024-06-30 13F ALTRIA GROUP COM 02209S103 169,516 14,618 9.44 7,721 14.28 0.0260
2024-04-19 2024-03-31 13F ALTRIA GROUP COM 02209S103 154,898 -22,781 -12.82 6,757 -5.73 0.0236
2024-02-09 2023-12-31 13F ALTRIA GROUP COM 02209S103 177,679 -15,867 -8.20 7,168 -11.93 0.0275
2023-11-01 2023-09-30 13F ALTRIA GROUP COM 02209S103 193,546 23,635 13.91 8,139 5.74 0.0350
2023-08-07 2023-06-30 13F ALTRIA GROUP COM 02209S103 169,911 -1,140 -0.67 7,697 0.84 0.0326
2023-04-28 2023-03-31 13F ALTRIA GROUP COM 02209S103 171,051 -8,176 -4.56 7,632 -6.84 0.0347
2023-02-10 2022-12-31 13F ALTRIA GROUP COM 02209S103 179,227 -2,334 -1.29 8,192 11.74 0.0397
2022-11-14 2022-09-30 13F ALTRIA GROUP COM 02209S103 181,561 20,300 12.59 7,331 8.83 0.0390
2022-07-20 2022-06-30 13F ALTRIA GROUP COM 02209S103 161,261 -6,842 -4.07 6,736 -23.32 0.0339
2022-05-16 2022-03-31 13F ALTRIA GROUP COM 02209S103 168,103 38,978 30.19 8,784 43.55 0.0385
2022-01-21 2021-12-31 13F ALTRIA GROUP COM 02209S103 129,125 3,585 2.86 6,119 7.09 0.0259
2021-11-15 2021-09-30 13F ALTRIA GROUP COM 02209S103 125,540 14,047 12.60 5,714 7.49 0.0265
2021-08-16 2021-06-30 13F ALTRIA GROUP COM 02209S103 111,493 -1,652 -1.46 5,316 -8.15 0.0252
2021-05-14 2021-03-31 13F ALTRIA GROUP COM 02209S103 113,145 21,453 23.40 5,788 53.94 0.0310
2021-02-16 2020-12-31 13F ALTRIA GROUP COM 02209S103 91,692 3,167 3.58 3,760 9.91 0.0226
2020-11-16 2020-09-30 13F ALTRIA GROUP COM 02209S103 88,525 -3,368 -3.67 3,421 -5.16 0.0245
2020-08-14 2020-06-30 13F ALTRIA GROUP COM 02209S103 91,893 5,742 6.67 3,607 8.29 0.0280
2020-05-15 2020-03-31 13F ALTRIA GROUP COM 02209S103 86,151 25,316 41.61 3,331 9.72 0.0303
2020-01-21 2019-12-31 13F ALTRIA GROUP COM 02209S103 60,835 11,102 22.32 3,036 49.26 0.0225
2019-10-15 2019-09-30 13F ALTRIA GROUP COM 02209S103 49,733 -13,571 -21.44 2,034 -32.13 0.0171
2019-08-13 2019-06-30 13F ALTRIA GROUP COM 02209S103 63,304 1,457 2.36 2,997 -15.62 0.0260
2019-05-13 2019-03-31 13F ALTRIA GROUP COM 02209S103 61,847 -10,554 -14.58 3,552 -0.67 0.0329
2019-02-14 2018-12-31 13F ALTRIA GROUP COM 02209S103 72,401 72,401 3,576 0.0380
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.