Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionIAG Wealth Partners, LLC
Latest Disclosed Ownership836 shares
Latest Disclosed Value $ 55,174
IAG Wealth Partners, LLC reports 1.58% increase in ownership of MO / Altria Group, Inc.

On April 29, 2026 - IAG Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 836 shares of Altria Group, Inc. (MX:MO) valued at $55,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 823 shares of Altria Group, Inc.. This represents a change in shares of 1.58% 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 Common Stock 02209S103 836 13 1.58 55 17.02 0.0062
2026-02-10 2025-12-31 13F ALTRIA GROUP Common Stock 02209S103 823 131 18.93 47 4.44 0.0055
2025-11-12 2025-09-30 13F ALTRIA GROUP Common Stock 02209S103 692 12 1.76 46 15.38 0.0055
2025-08-13 2025-06-30 13F ALTRIA GROUP Common Stock 02209S103 680 -48 -6.59 40 -9.30 0.0053
2025-04-16 2025-03-31 13F ALTRIA GROUP Common Stock 02209S103 728 73 11.15 44 26.47 0.0068
2025-02-10 2024-12-31 13F ALTRIA GROUP Common Stock 02209S103 655 -187 -22.21 34 -19.05 0.0060
2024-10-29 2024-09-30 13F ALTRIA GROUP Common Stock 02209S103 842 213 33.86 43 50.00 0.0079
2024-07-16 2024-06-30 13F ALTRIA GROUP Common Stock 02209S103 629 13 2.11 29 7.69 0.0058
2024-04-24 2024-03-31 13F ALTRIA GROUP Common Stock 02209S103 616 15 2.50 27 8.33 0.0058
2024-02-02 2023-12-31 13F ALTRIA GROUP Common Stock 02209S103 601 160 36.28 24 33.33 0.0055
2023-10-24 2023-09-30 13F ALTRIA GROUP Common Stock 02209S103 441 8 1.85 19 -5.26 0.0052
2023-08-10 2023-06-30 13F ALTRIA GROUP Common Stock 02209S103 433 9 2.12 20 5.56 0.0052
2023-04-25 2023-03-31 13F ALTRIA GROUP Common Stock 02209S103 424 8 1.92 19 -5.26 0.0053
2023-02-08 2022-12-31 13F ALTRIA GROUP Common Stock 02209S103 416 9 2.21 19 18.75 0.0056
2022-10-26 2022-09-30 13F ALTRIA GROUP Common Stock 02209S103 407 -92 -18.44 16 -23.81 0.0053
2022-08-03 2022-06-30 13F ALTRIA GROUP Common Stock 02209S103 499 7 1.42 21 -19.23 0.0069
2022-05-04 2022-03-31 13F ALTRIA GROUP Common Stock 02209S103 492 7 1.44 26 13.04 0.0082
2022-02-14 2021-12-31 13F ALTRIA GROUP Common Stock 02209S103 485 -3,212 -86.88 23 -86.39 0.0074
2021-11-04 2021-09-30 13F ALTRIA GROUP Common Stock 02209S103 3,697 3,225 683.26 169 634.78 0.0601
2021-08-04 2021-06-30 13F ALTRIA GROUP Common Stock 02209S103 472 7 1.51 23 -4.17 0.0083
2021-04-29 2021-03-31 13F ALTRIA GROUP Common Stock 02209S103 465 7 1.53 24 26.32 0.0092
2021-02-11 2020-12-31 13F ALTRIA GROUP Common Stock 02209S103 458 8 1.78 19 5.56 0.0078
2021-02-11 2020-09-30 13F ALTRIA GROUP Common Stock 02209S103 450 350 350.00 18 350.00 0.0083
2021-02-11 2020-06-30 13F ALTRIA GROUP Common Stock 02209S103 100 -18 -15.25 4 -20.00 0.0019
2021-02-11 2020-03-31 13F ALTRIA GROUP Common Stock 02209S103 118 0 0.00 5 -16.67 0.0033
2021-02-11 2019-12-31 13F ALTRIA GROUP Common Stock 02209S103 118 118 6 0.0039
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.