Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionBouchey Financial Group Ltd
Latest Disclosed Ownership8,339 shares
Latest Disclosed Value $ 566,378
Bouchey Financial Group Ltd reports 3.89% increase in ownership of MO / Altria Group, Inc.

On April 13, 2026 - Bouchey Financial Group Ltd filed a 13F-HR form disclosing ownership of 8,339 shares of Altria Group, Inc. (MX:MO) valued at $566,378 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 8,027 shares of Altria Group, Inc.. This represents a change in shares of 3.89% 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)
2026-04-13 2026-03-31 13F ALTRIA GROUP COM 02209S103 8,339 312 3.89 566 21.46 0.0416
2026-01-16 2025-12-31 13F ALTRIA GROUP COM 02209S103 8,027 1,061 15.23 466 0.87 0.0350
2025-11-12 2025-09-30 13F ALTRIA GROUP COM 02209S103 6,966 15 0.22 462 12.96 0.0356
2025-08-08 2025-06-30 13F ALTRIA GROUP COM 02209S103 6,951 189 2.80 409 0.49 0.0340
2025-05-09 2025-03-31 13F ALTRIA GROUP COM 02209S103 6,762 332 5.16 408 20.77 0.0368
2025-02-05 2024-12-31 13F ALTRIA GROUP COM 02209S103 6,430 -50 -0.77 338 1.51 0.0295
2024-10-24 2024-09-30 13F ALTRIA GROUP COM 02209S103 6,480 199 3.17 332 15.68 0.0297
2024-07-12 2024-06-30 13F ALTRIA GROUP COM 02209S103 6,281 -1,822 -22.49 287 -18.93 0.0273
2024-04-23 2024-03-31 13F ALTRIA GROUP COM 02209S103 8,103 131 1.64 354 9.94 0.0349
2024-01-18 2023-12-31 13F ALTRIA GROUP COM 02209S103 7,972 -184 -2.26 322 -6.12 0.0345
2023-10-24 2023-09-30 13F ALTRIA GROUP COM 02209S103 8,156 -1,541 -15.89 344 -21.87 0.0421
2023-07-13 2023-06-30 13F ALTRIA GROUP COM 02209S103 9,697 246 2.60 439 4.28 0.0532
2023-05-02 2023-03-31 13F ALTRIA GROUP COM 02209S103 9,451 -384 -3.90 421 -6.24 0.0556
2023-01-24 2022-12-31 13F ALTRIA GROUP COM 02209S103 9,835 16 0.16 450 13.38 0.0647
2022-10-27 2022-09-30 13F ALTRIA GROUP COM 02209S103 9,819 16 0.16 396 -3.18 0.0579
2022-07-27 2022-06-30 13F/A-1 Altria Group Com 02209S103 9,803 12 0.12 409 -20.12 0.0656
2022-05-06 2022-03-31 13F Altria Group Com 02209S103 9,791 13 0.13 512 10.58 0.0687
2022-02-11 2021-12-31 13F Altria Group Com 02209S103 9,778 1,436 17.21 463 21.84 0.0622
2021-11-15 2021-09-30 13F Altria Group COM 02209S103 8,342 -380 -4.36 380 -8.65 0.0528
2021-08-24 2021-06-30 13F/A-1 Altria Group COM 02209S103 8,722 462 5.59 416 -1.65 0.0662
2021-05-04 2021-03-31 13F Altria Group COM 02209S103 8,260 14 0.17 423 25.15 0.0682
2021-02-10 2020-12-31 13F Altria Group COM 02209S103 8,246 14 0.17 338 6.29 0.0580
2020-11-19 2020-09-30 13F/A-1 Altria Group COM 02209S103 8,232 -82 -0.99 318 -2.45 0.0616
2020-10-23 2020-09-30 13F Altria Group COM 02209S103 8,232 -82 318 77,672.3692
2020-07-28 2020-06-30 13F ALTRIA GROUP COM 02209S103 8,314 1,345 19.30 326 21.19 0.0687
2020-04-09 2020-03-31 13F ALTRIA GROUP COM 02209S103 6,969 0 0.00 269 -22.70 0.0714
2020-01-21 2019-12-31 13F ALTRIA GROUP COM 02209S103 6,969 0 0.00 348 22.11 0.0795
2019-10-16 2019-09-30 13F ALTRIA GROUP COM 02209S103 6,969 -20 -0.29 285 -13.90 0.0681
2019-07-11 2019-06-30 13F ALTRIA GROUP COM 02209S103 6,989 300 4.48 331 -13.80 0.0808
2019-04-10 2019-03-31 13F ALTRIA GROUP COM 02209S103 6,689 0 0.00 384 16.36 0.0960
2019-01-14 2018-12-31 13F ALTRIA GROUP COM 02209S103 6,689 0 0.00 330 -18.11 0.0938
2018-10-09 2018-09-30 13F ALTRIA GROUP COM 02209S103 6,689 0 0.00 403 6.05 0.0989
2018-07-11 2018-06-30 13F ALTRIA GROUP COM 02209S103 6,689 -260 -3.74 380 -12.24 0.1029
2018-04-09 2018-03-31 13F ALTRIA GROUP COM 02209S103 6,949 2 0.03 433 -12.70 0.1242
2018-01-18 2017-12-31 13F ALTRIA GROUP COM 02209S103 6,947 3 0.04 496 12.73 0.1435
2017-11-07 2017-09-30 13F ALTRIA GROUP COM 02209S103 6,944 -79 -1.12 440 -15.87 0.1377
2017-07-12 2017-06-30 13F ALTRIA GROUP COM 02209S103 7,023 2 0.03 523 4.39 0.1676
2017-04-10 2017-03-31 13F ALTRIA GROUP COM 02209S103 7,021 252 3.72 501 9.39 0.1740
2017-01-11 2016-12-31 13F ALTRIA GROUP COM 02209S103 6,769 2 0.03 458 7.01 0.1902
2016-10-11 2016-09-30 13F ALTRIA GROUP COM 02209S103 6,767 -998 -12.85 428 -20.00 0.1672
2016-07-14 2016-06-30 13F ALTRIA GROUP COM 02209S103 7,765 3,322 74.77 535 92.45 0.2161
2016-04-20 2016-03-31 13F ALTRIA GROUP COM 02209S103 4,443 3 0.07 278 7.75 0.1176
2016-01-12 2015-12-31 13F ALTRIA GROUP COM 02209S103 4,440 84 1.93 258 8.86 0.1115
2015-11-16 2015-09-30 13F ALTRIA GROUP COM 02209S103 4,356 2 0.05 237 11.27 0.1140
2015-08-10 2015-06-30 13F/A-1 ALTRIA GROUP COM 02209S103 4,354 61 1.42 213 -0.93 0.0908
2015-08-03 2015-06-30 13F ALTRIA GROUP COM 02209S103 4,356 63 237 0.1031
2015-05-14 2015-03-31 13F ALTRIA GROUP COM 02209S103 4,293 -78 -1.78 215 0.00 0.0968
2015-01-20 2014-12-31 13F ALTRIA GROUP COM 02209S103 4,371 -328 -6.98 215 -0.46 0.1011
2014-10-24 2014-09-30 13F ALTRIA GROUP COM 02209S103 4,699 4,699 216 0.1093
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.