Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership54,464 shares
Latest Disclosed Value $ 3,594,096
LVW Advisors, LLC reports 11.74% decrease in ownership of MO / Altria Group, Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 54,464 shares of Altria Group, Inc. (MX:MO) valued at $3,594,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 61,710 shares of Altria Group, Inc.. This represents a change in shares of -11.74% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F ALTRIA GROUP COM 02209S103 54,464 -7,246 -11.74 3,594 1.01 0.3424
2026-01-14 2025-12-31 13F ALTRIA GROUP COM 02209S103 61,710 -5,878 -8.70 3,558 -20.30 0.3607
2025-10-20 2025-09-30 13F ALTRIA GROUP COM 02209S103 67,588 -9,573 -12.41 4,465 -1.30 0.4560
2025-07-17 2025-06-30 13F ALTRIA GROUP COM 02209S103 77,161 5,258 7.31 4,524 4.82 0.4935
2025-04-09 2025-03-31 13F ALTRIA GROUP COM 02209S103 71,903 132 0.18 4,316 15.01 0.5160
2025-01-16 2024-12-31 13F ALTRIA GROUP COM 02209S103 71,771 -1,722 -2.34 3,753 0.03 0.4519
2024-10-09 2024-09-30 13F ALTRIA GROUP COM 02209S103 73,493 -724 -0.98 3,751 10.98 0.4775
2024-07-15 2024-06-30 13F ALTRIA GROUP COM 02209S103 74,217 18,401 32.97 3,381 38.87 0.4942
2024-04-18 2024-03-31 13F ALTRIA GROUP COM 02209S103 55,816 10,417 22.95 2,435 32.93 0.4120
2024-01-16 2023-12-31 13F ALTRIA GROUP COM 02209S103 45,399 -15,689 -25.68 1,831 -28.70 0.3431
2023-10-11 2023-09-30 13F ALTRIA GROUP COM 02209S103 61,088 -29,055 -32.23 2,569 -37.11 0.5301
2023-07-14 2023-06-30 13F ALTRIA GROUP COM 02209S103 90,143 -8,711 -8.81 4,083 -7.41 0.7854
2023-05-03 2023-03-31 13F ALTRIA GROUP COM 02209S103 98,854 2,627 2.73 4,411 0.27 0.8623
2023-01-19 2022-12-31 13F ALTRIA GROUP COM 02209S103 96,227 -3,839 -3.84 4,399 8.83 0.8946
2022-10-14 2022-09-30 13F ALTRIA GROUP COM 02209S103 100,066 5,549 5.87 4,041 2.36 0.9030
2022-07-22 2022-06-30 13F ALTRIA GROUP COM 02209S103 94,517 2,174 2.35 3,948 -18.18 0.8029
2022-05-02 2022-03-31 13F ALTRIA GROUP COM 02209S103 92,343 5,118 5.87 4,825 16.72 0.8159
2022-01-26 2021-12-31 13F ALTRIA GROUP COM 02209S103 87,225 8,859 11.30 4,134 15.90 0.7043
2021-11-02 2021-09-30 13F ALTRIA GROUP COM 02209S103 78,366 2,233 2.93 3,567 -1.74 0.6144
2021-07-15 2021-06-30 13F ALTRIA GROUP COM 02209S103 76,133 1,452 1.94 3,630 -5.00 0.6443
2021-04-19 2021-03-31 13F ALTRIA GROUP COM 02209S103 74,681 7,868 11.78 3,821 39.50 0.7338
2021-02-04 2020-12-31 13F ALTRIA GROUP COM 02209S103 66,813 -695 -1.03 2,739 4.98 0.5494
2020-10-29 2020-09-30 13F ALTRIA GROUP COM 02209S103 67,508 1,219 1.84 2,609 0.27 0.5750
2020-08-11 2020-06-30 13F ALTRIA GROUP COM 02209S103 66,289 1,809 2.81 2,602 4.37 0.6280
2020-04-23 2020-03-31 13F ALTRIA GROUP COM 02209S103 64,480 7,924 14.01 2,493 -11.69 0.6636
2020-02-10 2019-12-31 13F ALTRIA GROUP COM 02209S103 56,556 -710 -1.24 2,823 20.54 0.6391
2019-10-22 2019-09-30 13F ALTRIA GROUP COM 02209S103 57,266 5,444 10.51 2,342 -4.56 0.5803
2019-08-14 2019-06-30 13F ALTRIA GROUP COM 02209S103 51,822 -5,371 -9.39 2,454 -25.30 0.6784
2019-05-03 2019-03-31 13F ALTRIA GROUP COM 02209S103 57,193 9,169 19.09 3,285 38.49 0.8754
2019-02-05 2018-12-31 13F ALTRIA GROUP COM 02209S103 48,024 -13,377 -21.79 2,372 -35.94 0.8007
2018-11-02 2018-09-30 13F ALTRIA GROUP COM 02209S103 61,401 2,222 3.75 3,703 10.18 1.0395
2018-07-31 2018-06-30 13F ALTRIA GROUP COM 02209S103 59,179 3,008 5.36 3,361 -4.00 1.0653
2018-04-20 2018-03-31 13F ALTRIA GROUP COM 02209S103 56,171 -22,277 -28.40 3,501 -37.50 1.0866
2018-02-12 2017-12-31 13F ALTRIA GROUP COM 02209S103 78,448 13,467 20.72 5,602 35.94 1.6362
2017-11-09 2017-09-30 13F ALTRIA GROUP COM 02209S103 64,981 60,255 1,274.97 4,121 1,070.74 1.6365
2017-08-10 2017-06-30 13F ALTRIA GROUP COM 02209S103 4,726 -1,599 -25.28 352 -22.12 0.1238
2017-05-11 2017-03-31 13F ALTRIA GROUP COM 02209S103 6,325 -1,272 -16.74 452 -12.06 0.1620
2017-02-10 2016-12-31 13F ALTRIA GROUP COM 02209S103 7,597 946 14.22 514 22.09 0.1796
2016-11-14 2016-09-30 13F ALTRIA GROUP COM 02209S103 6,651 2,106 46.34 421 34.50 0.1380
2016-08-11 2016-06-30 13F ALTRIA GROUP COM 02209S103 4,545 -6,066 -57.17 313 -52.93 0.1175
2016-05-11 2016-03-31 13F ALTRIA GROUP COM 02209S103 10,611 745 7.55 665 15.85 0.2125
2016-02-16 2015-12-31 13F ALTRIA GROUP COM 02209S103 9,866 -2,785 -22.01 574 -16.57 0.2248
2016-02-16 2015-09-30 13F/A-1 ALTRIA GROUP COM 02209S103 12,651 -711 -5.32 688 5.20 0.3173
2015-11-13 2015-09-30 13F ALTRIA GROUP COM 02209S103 12,651 688
2015-08-13 2015-06-30 13F ALTRIA GROUP COM 02209S103 13,362 -839 -5.91 654 -7.89 0.2783
2015-05-13 2015-03-31 13F ALTRIA GROUP COM 02209S103 14,201 -217 -1.51 710 0.00 0.3381
2015-02-17 2014-12-31 13F ALTRIA GROUP COM 02209S103 14,418 14,418 710 0.3912
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.