Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership14,884 shares
Latest Disclosed Value $ 982,166
WealthPLAN Partners, LLC reports 8.63% decrease in ownership of MO / Altria Group, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 14,884 shares of Altria Group, Inc. (MX:MO) valued at $982,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 16,289 shares of Altria Group, Inc.. This represents a change in shares of -8.63% 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)
2026-04-29 2026-03-31 13F ALTRIA GROUP COM 02209S103 14,884 -1,405 -8.63 982 4.58 0.1601
2026-02-12 2025-12-31 13F ALTRIA GROUP COM 02209S103 16,289 1,258 8.37 939 -5.34 0.1403
2025-10-27 2025-09-30 13F ALTRIA GROUP COM 02209S103 15,031 -838 -5.28 993 6.67 0.1488
2025-07-28 2025-06-30 13F ALTRIA GROUP COM 02209S103 15,869 -947 -5.63 930 -7.83 0.1497
2025-05-12 2025-03-31 13F ALTRIA GROUP COM 02209S103 16,816 144 0.86 1,009 15.84 0.1423
2025-01-30 2024-12-31 13F ALTRIA GROUP COM 02209S103 16,672 -763 -4.38 872 -2.02 0.1237
2024-11-05 2024-09-30 13F ALTRIA GROUP COM 02209S103 17,435 -111 -0.63 890 11.26 0.1195
2024-08-09 2024-06-30 13F ALTRIA GROUP COM 02209S103 17,546 -445 -2.47 799 1.91 0.0858
2024-05-07 2024-03-31 13F ALTRIA GROUP COM 02209S103 17,991 -4,939 -21.54 785 -15.15 0.0813
2024-01-05 2023-12-31 13F ALTRIA GROUP COM 02209S103 22,930 -4,343 -15.92 925 -19.37 0.0951
2023-11-02 2023-09-30 13F ALTRIA GROUP COM 02209S103 27,273 2,626 10.65 1,147 2.69 0.1333
2023-07-31 2023-06-30 13F Altria Group Stock/ETF 02209S103 24,647 -1,375 -5.28 1,116 -3.88 0.1579
2023-05-10 2023-03-31 13F Altria Group Stock/ETF 02209S103 26,022 -12,380 -32.24 1,161 -36.21 0.1321
2023-02-16 2022-12-31 13F ALTRIA GROUP COM 02209S103 38,402 -12,013 -23.83 1,821 -35.02 0.1272
2022-05-03 2022-03-31 13F ALTRIA GROUP COM 02209S103 50,415 -228,804 -81.94 2,801 -80.28 0.1943
2022-02-01 2021-12-31 13F ALTRIA GROUP COM 02209S103 279,219 8,495 3.14 14,207 17.95 0.9360
2021-12-09 2021-09-30 13F ALTRIA GROUP COM 02209S103 270,724 12,384 4.79 12,045 -3.21 0.8010
2021-08-19 2021-06-30 13F ALTRIA GROUP COM 02209S103 258,340 28,985 12.64 12,444 13.40 0.8757
2021-05-11 2021-03-31 13F ALTRIA GROUP COM 02209S103 229,355 9,893 4.51 10,974 17.58 0.8516
2021-02-09 2020-12-31 13F ALTRIA GROUP COM 02209S103 219,462 15,744 7.73 9,333 15.98 0.7933
2020-12-18 2020-09-30 13F ALTRIA GROUP COM 02209S103 203,718 -31,475 -13.38 8,047 -19.63 0.7845
2020-08-19 2020-06-30 13F ALTRIA GROUP COM 02209S103 235,193 12,159 5.45 10,012 23.83 1.0367
2020-05-15 2020-03-31 13F ALTRIA GROUP COM 02209S103 223,034 41,381 22.78 8,085 -1.96 1.0493
2020-02-14 2019-12-31 13F ALTRIA GROUP COM 02209S103 181,653 69,447 61.89 8,247 56.94 0.9737
2019-11-15 2019-09-30 13F ALTRIA GROUP COM 02209S103 112,206 14,693 15.07 5,255 15.19 0.7183
2019-08-19 2019-06-30 13F ALTRIA GROUP COM 02209S103 97,513 3,629 3.87 4,562 -6.78 0.6868
2019-05-16 2019-03-31 13F ALTRIA GROUP COM 02209S103 93,884 2,709 2.97 4,894 10.13 0.7640
2019-02-20 2018-12-31 13F ALTRIA GROUP COM 02209S103 91,175 69,991 330.40 4,444 277.25 0.7148
2018-11-21 2018-09-30 13F ALTRIA GROUP COM 02209S103 21,184 74 0.35 1,178 -1.67 0.2150
2018-08-16 2018-06-30 13F ALTRIA GROUP COM 02209S103 21,110 -1,021 -4.61 1,198 -13.13 0.2456
2018-05-15 2018-03-31 13F ALTRIA GROUP COM 02209S103 22,131 3,238 17.14 1,379 2.22 0.3026
2018-02-16 2017-12-31 13F ALTRIA GROUP COM 02209S103 18,893 7,190 61.44 1,349 81.81 0.3612
2017-11-14 2017-09-30 13F ALTRIA GROUP COM 02209S103 11,703 -2,225 -15.98 742 -28.45 0.2082
2017-08-11 2017-06-30 13F ALTRIA GROUP COM 02209S103 13,928 12,065 647.61 1,037 679.70 0.2978
2017-04-19 2017-03-31 13F ALTRIA GROUP Common Stock 02209S103 1,863 -13,954 -88.22 134 -86.39 0.4653
2016-12-09 2016-09-30 13F ALTRIA GROUP Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 02209S103 15,817 -5,598 -26.14 977 -7.57 0.3182
2016-08-08 2016-06-30 13F Altria Group Common Stock 02209S103 21,415 -11,695 -35.32 1,058 7.75 0.1357
2016-03-24 2015-12-31 13F ALTRIA GROUP COM 02209S103 33,110 15,672 89.87 982 15.01 0.1596
2015-08-10 2015-06-30 13F ALTRIA GROUP COM 02209S103 17,438 -28,128 -61.73 853 -62.73 0.3732
2015-05-04 2015-03-31 13F Altria Group Common Stock 02209S103 45,566 45,566 2,289 1.0657
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.