Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership4,808 shares
Latest Disclosed Value $ 317,280
Atwood & Palmer Inc ownership in MO / Altria Group, Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 4,808 shares of Altria Group, Inc. (MX:MO) valued at $317,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,808 shares of Altria Group, Inc.. This represents a change in shares of 0.00% 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)
2026-04-15 2026-03-31 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 317 14.44 0.0179
2026-01-28 2025-12-31 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 277 -12.62 0.0158
2025-10-15 2025-09-30 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 318 12.81 0.0187
2025-07-08 2025-06-30 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 282 -2.43 0.0176
2025-04-15 2025-03-31 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 289 14.74 0.0200
2025-01-16 2024-12-31 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 251 2.45 0.0172
2024-10-07 2024-09-30 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 245 11.87 0.0167
2024-07-10 2024-06-30 13F ALTRIA GROUP COM 02209S103 4,808 -37 -0.76 219 3.79 0.0166
2024-04-10 2024-03-31 13F ALTRIA GROUP COM 02209S103 4,845 37 0.77 211 9.33 0.0160
2024-01-12 2023-12-31 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 194 -4.46 0.0157
2023-10-20 2023-09-30 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 202 -6.91 0.0177
2023-07-18 2023-06-30 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 218 1.40 0.0195
2023-04-21 2023-03-31 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 215 -2.28 0.0202
2023-01-31 2022-12-31 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 220 12.89 0.0199
2022-10-12 2022-09-30 13F ALTRIA GROUP COM 02209S103 4,808 0 0.00 194 -3.48 0.0192
2022-07-21 2022-06-30 13F ALTRIA GROUP COM 02209S103 4,808 -350 -6.79 201 -25.56 0.0196
2022-04-29 2022-03-31 13F ALTRIA GROUP COM 02209S103 5,158 -9,000 -63.57 270 -59.76 0.0233
2022-01-24 2021-12-31 13F ALTRIA GROUP COM 02209S103 14,158 -250 -1.74 671 2.29 0.0562
2021-10-29 2021-09-30 13F/A-1 ALTRIA GROUP COM 02209S103 14,408 0 0.00 656 -4.51 0.0585
2021-10-19 2021-09-30 13F ALTRIA GROUP COM 02209S103 14,408 0 656 0.0585
2021-07-26 2021-06-30 13F ALTRIA GROUP COM 02209S103 14,408 -114 -0.79 687 -7.54 0.0617
2021-04-26 2021-03-31 13F ALTRIA GROUP COM 02209S103 14,522 114 0.79 743 25.72 0.0715
2021-02-04 2020-12-31 13F ALTRIA GROUP COM 02209S103 14,408 808 5.94 591 12.36 0.0635
2020-10-28 2020-09-30 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 526 -1.50 0.0662
2020-07-24 2020-06-30 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 534 1.52 0.0722
2020-04-20 2020-03-31 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 526 -22.53 0.0826
2020-02-05 2019-12-31 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 679 22.12 0.0873
2019-10-21 2019-09-30 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 556 -13.66 0.0749
2019-07-17 2019-06-30 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 644 -17.54 0.0870
2019-04-23 2019-03-31 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 781 16.22 0.1106
2019-02-01 2018-12-31 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 672 -18.05 0.1068
2018-10-29 2018-09-30 13F ALTRIA GROUP COM 02209S103 13,600 0 0.00 820 6.22 0.1070
2018-07-19 2018-06-30 13F ALTRIA GROUP COM 02209S103 13,600 -5,000 -26.88 772 -33.39 0.1060
2018-04-30 2018-03-31 13F ALTRIA GROUP COM 02209S103 18,600 300 1.64 1,159 -11.32 0.1652
2018-02-08 2017-12-31 13F ALTRIA GROUP COM 02209S103 18,300 -100 -0.54 1,307 12.00 0.1834
2017-10-16 2017-09-30 13F ALTRIA GROUP COM 02209S103 18,400 0 0.00 1,167 -14.82 0.1690
2017-08-08 2017-06-30 13F ALTRIA GROUP COM 02209S103 18,400 500 2.79 1,370 7.20 0.2149
2017-04-28 2017-03-31 13F ALTRIA GROUP COM 02209S103 17,900 0 0.00 1,278 5.62 0.2043
2017-02-06 2016-12-31 13F ALTRIA GROUP COM 02209S103 17,900 0 0.00 1,210 6.89 0.2177
2016-11-08 2016-09-30 13F ALTRIA GROUP COM 02209S103 17,900 0 0.00 1,132 -8.27 0.2056
2016-07-21 2016-06-30 13F ALTRIA GROUP COM 02209S103 17,900 0 0.00 1,234 9.98 0.2230
2016-04-28 2016-03-31 13F ALTRIA GROUP COM 02209S103 17,900 -4,750 -20.97 1,122 -14.87 0.1995
2016-01-28 2015-12-31 13F ALTRIA GROUP COM 02209S103 22,650 0 0.00 1,318 6.98 0.2502
2015-11-12 2015-09-30 13F ALTRIA GROUP COM 02209S103 22,650 0 0.00 1,232 11.19 0.2405
2015-07-31 2015-06-30 13F ALTRIA GROUP COM 02209S103 22,650 0 0.00 1,108 -2.21 0.1992
2015-05-05 2015-03-31 13F ALTRIA GROUP COM 02209S103 22,650 -2,851 -11.18 1,133 -9.86 0.2022
2015-02-17 2014-12-31 13F ALTRIA GROUP COM 02209S103 25,501 5,001 24.40 1,257 33.58 0.2346
2014-12-02 2014-09-30 13F/A-1 ALTRIA GROUP COM 02209S103 20,500 2,300 12.64 941 23.33 0.1777
2014-11-12 2014-09-30 13F ALTRIA GROUP COM 02209S103 20,500 2,300 1,447 0.2651
2014-08-11 2014-06-30 13F ALTRIA GROUP COM 02209S103 18,200 -2,557 -12.32 763 -1.80 0.2035
2014-04-11 2014-03-31 13F Altria Grp COM 02209S103 20,757 0 0.00 777 -2.51 0.1818
2014-01-17 2013-12-31 13F Altria Grp COM 02209S103 20,757 0 0.00 797 11.78 0.1966
2013-10-09 2013-09-30 13F Altria Grp COM 02209S103 20,757 650 3.23 713 1.28 0.1967
2013-07-18 2013-06-30 13F Altria Grp COM 02209S103 20,107 20,107 704 0.1904
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.