Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionNorthwest Wealth Management, Llc
Latest Disclosed Ownership4,689 shares
Latest Disclosed Value $ 309,402
Northwest Wealth Management, Llc reports 9.41% decrease in ownership of MO / Altria Group, Inc.

On April 14, 2026 - Northwest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 4,689 shares of Altria Group, Inc. (MX:MO) valued at $309,402 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 5,176 shares of Altria Group, Inc.. This represents a change in shares of -9.41% 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)
2026-04-14 2026-03-31 13F ALTRIA GROUP COM 02209S103 4,689 -487 -9.41 309 3.69 0.0465
2026-01-14 2025-12-31 13F ALTRIA GROUP COM 02209S103 5,176 5 0.10 298 -12.61 0.0470
2025-10-14 2025-09-30 13F ALTRIA GROUP COM 02209S103 5,171 486 10.37 342 24.45 0.0563
2025-07-17 2025-06-30 13F ALTRIA GROUP COM 02209S103 4,685 18 0.39 275 -2.14 0.0496
2025-04-25 2025-03-31 13F ALTRIA GROUP COM 02209S103 4,667 -186 -3.83 280 10.67 0.0558
2025-02-10 2024-12-31 13F ALTRIA GROUP COM 02209S103 4,853 47 0.98 254 3.27 0.0538
2024-11-04 2024-09-30 13F ALTRIA GROUP COM 02209S103 4,806 15 0.31 245 12.39 0.0572
2024-08-05 2024-06-30 13F ALTRIA GROUP COM 02209S103 4,791 -159 -3.21 218 1.40 0.0565
2024-05-14 2024-03-31 13F ALTRIA GROUP COM 02209S103 4,950 4,950 216 0.0592
2023-11-01 2023-09-30 13F ALTRIA GROUP COM 02209S103 0 -4,585 -100.00 0 -100.00
2023-08-07 2023-06-30 13F ALTRIA GROUP COM 02209S103 4,585 4,585 208 0.0753
2021-10-20 2021-09-30 13F ALTRIA GROUP COM 02209S103 0 -5,519 -100.00 0 -100.00
2021-08-02 2021-06-30 13F ALTRIA GROUP COM 02209S103 5,519 5,519 263 0.1392
2021-05-10 2021-03-31 13F ALTRIA GROUP COM 02209S103 0 -5,402 -100.00 0 -100.00
2021-01-28 2020-12-31 13F ALTRIA GROUP COM 02209S103 5,402 148 2.82 222 9.36 0.1532
2020-10-19 2020-09-30 13F ALTRIA GROUP COM 02209S103 5,254 46 0.88 203 -0.49 0.1684
2020-07-13 2020-06-30 13F ALTRIA GROUP COM 02209S103 5,208 -321 -5.81 204 -4.67 0.1780
2020-04-29 2020-03-31 13F ALTRIA GROUP COM 02209S103 5,529 -529 -8.73 214 -29.14 0.2166
2020-01-14 2019-12-31 13F ALTRIA GROUP COM 02209S103 6,058 -795 -11.60 302 7.86 0.2768
2019-10-28 2019-09-30 13F ALTRIA GROUP COM 02209S103 6,853 -315 -4.39 280 -17.40 0.2299
2019-07-23 2019-06-30 13F ALTRIA GROUP COM 02209S103 7,168 -276 -3.71 339 -20.79 0.2735
2019-04-12 2019-03-31 13F ALTRIA GROUP COM 02209S103 7,444 -24 -0.32 428 15.99 0.3226
2019-01-23 2018-12-31 13F ALTRIA GROUP COM 02209S103 7,468 706 10.44 369 -9.56 0.3124
2018-10-11 2018-09-30 13F ALTRIA GROUP COM 02209S103 6,762 18 0.27 408 6.53 0.3054
2018-07-10 2018-06-30 13F ALTRIA GROUP COM 02209S103 6,744 -796 -10.56 383 -18.51 0.2879
2018-04-13 2018-03-31 13F ALTRIA GROUP COM 02209S103 7,540 1,213 19.17 470 3.98 0.3491
2018-01-31 2017-12-31 13F ALTRIA GROUP COM 02209S103 6,327 15 0.24 452 13.00 0.3682
2017-10-30 2017-09-30 13F ALTRIA GROUP COM 02209S103 6,312 -1,517 -19.38 400 -31.39 0.5596
2017-07-24 2017-06-30 13F ALTRIA GROUP COM 02209S103 7,829 -93 -1.17 583 3.00 0.5323
2017-05-02 2017-03-31 13F ALTRIA GROUP COM 02209S103 7,922 703 9.74 566 15.98 0.5238
2017-02-10 2016-12-31 13F/A-1 ALTRIA GROUP COM 02209S103 7,219 7,219 488 0.4973
2017-02-09 2016-12-31 13F ALTRIA GROUP COM 02209S103 6,976 6,976 441 0.4683
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.