Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionInvestors Research Corp
Latest Disclosed Ownership3,125 shares
Latest Disclosed Value $ 206,219
Investors Research Corp reports 4.58% decrease in ownership of MO / Altria Group, Inc.

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 3,125 shares of Altria Group, Inc. (MX:MO) valued at $206,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 3,275 shares of Altria Group, Inc.. This represents a change in shares of -4.58% 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)
2026-04-03 2026-03-31 13F ALTRIA GROUP COM 02209S103 3,125 -150 -4.58 206 9.57 0.0380
2026-01-06 2025-12-31 13F ALTRIA GROUP COM 02209S103 3,275 0 0.00 189 -12.96 0.0346
2025-10-02 2025-09-30 13F ALTRIA GROUP COM 02209S103 3,275 -5,122 -61.00 216 -56.10 0.0400
2025-07-07 2025-06-30 13F ALTRIA GROUP COM 02209S103 8,397 0 0.00 492 -2.19 0.0965
2025-04-08 2025-03-31 13F ALTRIA GROUP COM 02209S103 8,397 253 3.11 504 18.35 0.1091
2025-02-07 2024-12-31 13F ALTRIA GROUP COM 02209S103 8,144 -225 -2.69 426 -0.47 0.0936
2024-11-12 2024-09-30 13F ALTRIA GROUP COM 02209S103 8,369 0 0.00 427 12.07 0.0933
2024-07-31 2024-06-30 13F ALTRIA GROUP COM 02209S103 8,369 -1,100 -11.62 381 -7.75 0.0891
2024-05-06 2024-03-31 13F ALTRIA GROUP COM 02209S103 9,469 250 2.71 413 11.32 0.0966
2024-01-30 2023-12-31 13F ALTRIA GROUP COM 02209S103 9,219 -1,150 -11.09 372 -14.91 0.0898
2023-11-01 2023-09-30 13F ALTRIA GROUP COM 02209S103 10,369 0 0.00 436 -7.04 0.1139
2023-08-14 2023-06-30 13F ALTRIA GROUP COM 02209S103 10,369 -75 -0.72 470 0.64 0.1186
2023-05-11 2023-03-31 13F ALTRIA GROUP COM 02209S103 10,444 44 0.42 466 -1.89 0.1210
2023-02-06 2022-12-31 13F ALTRIA GROUP COM 02209S103 10,400 -175 -1.65 475 11.24 0.1286
2022-11-10 2022-09-30 13F ALTRIA GROUP COM 02209S103 10,575 0 0.00 427 -3.39 0.1308
2022-07-21 2022-06-30 13F ALTRIA GROUP COM 02209S103 10,575 0 0.00 442 -20.07 0.1329
2022-04-13 2022-03-31 13F ALTRIA GROUP COM 02209S103 10,575 0 0.00 553 10.38 0.1562
2022-01-27 2021-12-31 13F ALTRIA GROUP COM 02209S103 10,575 0 0.00 501 4.16 0.1517
2021-10-27 2021-09-30 13F ALTRIA GROUP COM 02209S103 10,575 0 0.00 481 -4.56 0.1624
2021-07-29 2021-06-30 13F ALTRIA GROUP COM 02209S103 10,575 0 0.00 504 -6.84 0.1744
2021-04-28 2021-03-31 13F ALTRIA GROUP COM 02209S103 10,575 -300 -2.76 541 21.30 0.2038
2021-01-21 2020-12-31 13F ALTRIA GROUP COM 02209S103 10,875 0 0.00 446 6.19 0.1755
2020-10-20 2020-09-30 13F ALTRIA GROUP COM 02209S103 10,875 -375 -3.33 420 -4.98 0.2038
2020-07-21 2020-06-30 13F ALTRIA GROUP COM 02209S103 11,250 0 0.00 442 1.61 0.2218
2020-05-05 2020-03-31 13F ALTRIA GROUP COM 02209S103 11,250 -100 -0.88 435 -23.14 0.2714
2020-02-11 2019-12-31 13F ALTRIA GROUP COM 02209S103 11,350 0 0.00 566 21.98 0.2611
2019-10-22 2019-09-30 13F ALTRIA GROUP COM 02209S103 11,350 11,250 11,250.00 464 9,180.00 0.2353
2019-07-08 2019-06-30 13F ALTRIA GROUP COM 02209S103 100 0 0.00 5 -16.67 0.0026
2019-04-23 2019-03-31 13F ALTRIA GROUP COM 02209S103 100 100 6 0.0032
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.