Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership10,210 shares
Latest Disclosed Value $ 673,781
Acorn Wealth Advisors, LLC reports 0.92% increase in ownership of MO / Altria Group, Inc.

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 10,210 shares of Altria Group, Inc. (MX:MO) valued at $673,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,117 shares of Altria Group, Inc.. This represents a change in shares of 0.92% 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 10,210 93 0.92 674 15.44 0.1964
2026-02-10 2025-12-31 13F ALTRIA GROUP COM 02209S103 10,117 163 1.64 583 -11.26 0.1738
2025-10-31 2025-09-30 13F ALTRIA GROUP COM 02209S103 9,954 88 0.89 658 13.67 0.2061
2025-08-14 2025-06-30 13F ALTRIA GROUP COM 02209S103 9,866 103 1.06 578 -1.20 0.2152
2025-05-01 2025-03-31 13F ALTRIA GROUP COM 02209S103 9,763 92 0.95 586 15.84 0.2439
2025-02-04 2024-12-31 13F ALTRIA GROUP COM 02209S103 9,671 134 1.41 506 3.91 0.2088
2024-11-13 2024-09-30 13F ALTRIA GROUP COM 02209S103 9,537 116 1.23 487 13.29 0.2092
2024-07-30 2024-06-30 13F ALTRIA GROUP COM 02209S103 9,421 115 1.24 429 5.93 0.2121
2024-04-26 2024-03-31 13F ALTRIA GROUP COM 02209S103 9,306 867 10.27 406 19.12 0.2119
2024-02-07 2023-12-31 13F ALTRIA GROUP COM 02209S103 8,439 100 1.20 340 -2.86 0.2018
2023-11-07 2023-09-30 13F ALTRIA GROUP COM 02209S103 8,339 57 0.69 351 -6.67 0.2333
2023-08-02 2023-06-30 13F ALTRIA GROUP COM 02209S103 8,282 84 1.02 375 2.74 0.2558
2023-05-09 2023-03-31 13F ALTRIA GROUP COM 02209S103 8,198 70 0.86 366 -1.88 0.2699
2023-02-10 2022-12-31 13F ALTRIA GROUP COM 02209S103 8,128 141 1.77 372 15.17 0.2851
2022-11-09 2022-09-30 13F ALTRIA GROUP COM 02209S103 7,987 18 0.23 323 -3.00 0.2647
2022-08-08 2022-06-30 13F ALTRIA GROUP COM 02209S103 7,969 386 5.09 333 -15.91 0.2629
2022-05-03 2022-03-31 13F ALTRIA GROUP COM 02209S103 7,583 86 1.15 396 11.55 0.2725
2022-02-14 2021-12-31 13F ALTRIA GROUP COM 02209S103 7,497 776 11.55 355 16.01 0.2252
2021-11-12 2021-09-30 13F ALTRIA GROUP COM 02209S103 6,721 45 0.67 306 -3.77 0.2140
2021-08-16 2021-06-30 13F ALTRIA GROUP COM 02209S103 6,676 -337 -4.81 318 -11.42 0.2197
2021-05-14 2021-03-31 13F ALTRIA GROUP COM 02209S103 7,013 70 1.01 359 25.96 0.2574
2021-02-16 2020-12-31 13F ALTRIA GROUP COM 02209S103 6,943 -31 -0.44 285 5.95 0.2244
2020-11-04 2020-09-30 13F ALTRIA GROUP COM 02209S103 6,974 60 0.87 269 -0.74 0.2357
2020-08-19 2020-06-30 13F ALTRIA GROUP COM 02209S103 6,914 236 3.53 271 6.69 0.2522
2020-05-13 2020-03-31 13F ALTRIA GROUP COM 02209S103 6,678 1,042 18.49 254 -9.29 0.2845
2020-02-07 2019-12-31 13F ALTRIA GROUP COM 02209S103 5,636 0 0.00 280 6.06 0.2357
2019-11-21 2019-09-30 13F ALTRIA GROUP COM 02209S103 5,636 -562 -9.07 264 -8.65 0.2269
2019-08-14 2019-06-30 13F ALTRIA GROUP COM 02209S103 6,198 800 14.82 289 -5.56 0.2644
2019-05-08 2019-03-31 13F ALTRIA GROUP COM 02209S103 5,398 362 7.19 306 21.91 0.2762
2019-02-04 2018-12-31 13F ALTRIA GROUP COM 02209S103 5,036 500 11.02 251 -12.54 0.2572
2018-11-13 2018-09-30 13F ALTRIA GROUP COM 02209S103 4,536 -699 -13.35 287 -1.71 0.2832
2018-08-10 2018-06-30 13F ALTRIA GROUP COM 02209S103 5,235 200 3.97 292 2.46 0.2486
2018-05-14 2018-03-31 13F ALTRIA GROUP COM 02209S103 5,035 389 8.37 285 -12.84 0.2466
2018-02-14 2017-12-31 13F ALTRIA GROUP COM 02209S103 4,646 4,646 327 0.2984
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.