Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionAccredited Investors Inc.
Latest Disclosed Ownership8,585 shares
Latest Disclosed Value $ 566,548
Accredited Investors Inc. reports 6.33% increase in ownership of MO / Altria Group, Inc.

On April 30, 2026 - Accredited Investors Inc. filed a 13F-HR form disclosing ownership of 8,585 shares of Altria Group, Inc. (MX:MO) valued at $566,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,074 shares of Altria Group, Inc.. This represents a change in shares of 6.33% 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)
2026-04-30 2026-03-31 13F ALTRIA GROUP COM 02209S103 8,585 511 6.33 567 21.72 0.0305
2026-02-05 2025-12-31 13F ALTRIA GROUP COM 02209S103 8,074 -519 -6.04 466 -17.99 0.0247
2025-10-30 2025-09-30 13F ALTRIA GROUP COM 02209S103 8,593 232 2.77 568 15.71 0.0317
2025-08-08 2025-06-30 13F ALTRIA GROUP COM 02209S103 8,361 -349 -4.01 490 -6.13 0.0290
2025-05-06 2025-03-31 13F ALTRIA GROUP COM 02209S103 8,710 44 0.51 523 15.23 0.0325
2025-02-13 2024-12-31 13F ALTRIA GROUP COM 02209S103 8,666 -298 -3.32 453 -0.88 0.0266
2024-11-06 2024-09-30 13F/A-1 ALTRIA GROUP COM 02209S103 8,964 3 0.03 458 12.01 0.0262
2024-11-05 2024-09-30 13F ALTRIA GROUP COM 02209S103 8,964 3 458 0.0262
2024-07-19 2024-06-30 13F ALTRIA GROUP COM 02209S103 8,961 2 0.02 408 4.62 0.0255
2024-05-14 2024-03-31 13F ALTRIA GROUP COM 02209S103 8,959 3 0.03 391 8.03 0.0251
2024-02-07 2023-12-31 13F ALTRIA GROUP COM 02209S103 8,956 2 0.02 361 -3.99 0.0256
2023-11-07 2023-09-30 13F ALTRIA GROUP COM 02209S103 8,954 157 1.78 377 -5.53 0.0282
2023-08-03 2023-06-30 13F ALTRIA GROUP COM 02209S103 8,797 147 1.70 398 3.38 0.0284
2023-04-24 2023-03-31 13F ALTRIA GROUP COM 02209S103 8,650 149 1.75 386 -0.77 0.0293
2023-02-07 2022-12-31 13F ALTRIA GROUP COM 02209S103 8,501 -63 -0.74 389 12.14 0.0329
2022-11-08 2022-09-30 13F ALTRIA GROUP COM 02209S103 8,564 259 3.12 346 -0.29 0.0401
2022-07-21 2022-06-30 13F ALTRIA GROUP COM 02209S103 8,305 -263 -3.07 347 -22.54 0.0411
2022-05-06 2022-03-31 13F ALTRIA GROUP COM 02209S103 8,568 -335 -3.76 448 6.16 0.0403
2022-01-31 2021-12-31 13F ALTRIA GROUP COM 02209S103 8,903 -863 -8.84 422 -5.17 0.0376
2021-11-12 2021-09-30 13F ALTRIA GROUP COM 02209S103 9,766 135 1.40 445 -3.05 0.0481
2021-07-30 2021-06-30 13F ALTRIA GROUP COM 02209S103 9,631 130 1.37 459 -5.56 0.0470
2021-04-16 2021-03-31 13F ALTRIA GROUP COM 02209S103 9,501 147 1.57 486 26.89 0.0651
2021-02-11 2020-12-31 13F ALTRIA GROUP COM 02209S103 9,354 54 0.58 383 6.69 0.0641
2020-11-05 2020-09-30 13F ALTRIA GROUP COM 02209S103 9,300 141 1.54 359 -0.28 0.0752
2020-07-29 2020-06-30 13F ALTRIA GROUP COM 02209S103 9,159 140 1.55 360 3.15 0.0733
2020-05-15 2020-03-31 13F ALTRIA GROUP COM 02209S103 9,019 108 1.21 349 -21.57 0.0821
2020-01-23 2019-12-31 13F ALTRIA GROUP COM 02209S103 8,911 154 1.76 445 24.30 0.0756
2019-11-14 2019-09-30 13F ALTRIA GROUP COM 02209S103 8,757 -1,088 -11.05 358 -23.18 0.0689
2019-08-13 2019-06-30 13F ALTRIA GROUP COM 02209S103 9,845 97 1.00 466 -16.79 0.0912
2019-04-17 2019-03-31 13F ALTRIA GROUP COM 02209S103 9,748 658 7.24 560 24.72 0.1128
2019-02-12 2018-12-31 13F ALTRIA GROUP COM 02209S103 9,090 520 6.07 449 -13.15 0.1003
2018-10-23 2018-09-30 13F ALTRIA GROUP COM 02209S103 8,570 561 7.00 517 13.63 0.1277
2018-07-31 2018-06-30 13F ALTRIA GROUP COM 02209S103 8,009 241 3.10 455 -5.99 0.1177
2018-04-18 2018-03-31 13F ALTRIA GROUP COM 02209S103 7,768 84 1.09 484 -11.84 0.1322
2018-01-17 2017-12-31 13F ALTRIA GROUP COM 02209S103 7,684 -136 -1.74 549 10.69 0.1519
2017-10-30 2017-09-30 13F ALTRIA GROUP COM 02209S103 7,820 -250 -3.10 496 -17.47 0.1369
2017-08-02 2017-06-30 13F ALTRIA GROUP COM 02209S103 8,070 -507 -5.91 601 -1.96 0.1555
2017-05-10 2017-03-31 13F ALTRIA GROUP COM 02209S103 8,577 -287 -3.24 613 2.34 0.1527
2017-02-08 2016-12-31 13F ALTRIA GROUP COM 02209S103 8,864 -58 -0.65 599 6.21 0.1551
2016-11-03 2016-09-30 13F ALTRIA GROUP COM 02209S103 8,922 -211 -2.31 564 -7.99 0.1549
2016-08-08 2016-06-30 13F ALTRIA GROUP COM 02209S103 9,133 198 2.22 613 9.46 0.1689
2016-05-12 2016-03-31 13F ALTRIA GROUP COM 02209S103 8,935 -525 -5.55 560 1.63 0.1430
2016-01-19 2015-12-31 13F ALTRIA GROUP COM 02209S103 9,460 99 1.06 551 8.04 0.1355
2015-10-28 2015-09-30 13F/A-1 ALTRIA GROUP COM 02209S103 9,361 2,355 33.61 510 48.69 0.1371
2015-10-26 2015-09-30 13F ALTRIA GROUP COM 02209S103 9,361 510
2015-08-11 2015-06-30 13F ALTRIA GROUP COM 02209S103 7,006 254 3.76 343 1.48 0.0901
2015-04-08 2015-03-31 13F ALTRIA GROUP COM 02209S103 6,752 239 3.67 338 5.30 0.0860
2015-02-09 2014-12-31 13F ALTRIA GROUP COM 02209S103 6,513 13 0.20 321 8.08 0.0950
2014-10-20 2014-09-30 13F ALTRIA GROUP COM 02209S103 6,500 427 7.03 297 16.47 0.0898
2014-07-29 2014-06-30 13F ALTRIA GROUP COM 02209S103 6,073 -335 -5.23 255 6.25 0.0829
2014-05-07 2014-03-31 13F ALTRIA GROUP COM 02209S103 6,408 65 1.02 240 -1.64 0.0801
2014-02-04 2013-12-31 13F ALTRIA GROUP COM 02209S103 6,343 67 1.07 244 12.96 0.0854
2013-10-30 2013-09-30 13F ALTRIA GROUP COM 02209S103 6,276 59 0.95 216 -0.92 0.0797
2013-07-18 2013-06-30 13F ALTRIA GROUP COM 02209S103 6,217 6,217 218 0.0861
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.