Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionSanders Morris Harris Llc
Latest Disclosed Ownership68,798 shares
Latest Disclosed Value $ 4,539,980
Sanders Morris Harris Llc ownership in MO / Altria Group, Inc.

On April 9, 2026 - Sanders Morris Harris Llc filed a 13F-HR form disclosing ownership of 68,798 shares of Altria Group, Inc. (MX:MO) valued at $4,539,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 0 shares of Altria Group, Inc..

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)
2026-04-09 2026-03-31 13F ALTRIA GROUP COM 02209S103 68,798 68,798 4,540 0.7197
2026-01-08 2025-12-31 13F ALTRIA GROUP COM 02209S103 0 -100.00 0
2025-10-07 2025-09-30 13F ALTRIA GROUP COM 02209S103 17,951 9,292 107.31 1,186 133.73 0.1564
2025-07-30 2025-06-30 13F ALTRIA GROUP COM 02209S103 8,659 -9,868 -53.26 508 -53.87 0.1213
2025-04-09 2025-03-31 13F ALTRIA GROUP COM 02209S103 18,527 3,200 20.88 1,100 37.20 0.1699
2025-01-15 2024-12-31 13F ALTRIA GROUP COM 02209S103 15,327 0 0.00 802 2.43 0.1197
2024-10-09 2024-09-30 13F ALTRIA GROUP COM 02209S103 15,327 0 0.00 782 12.03 0.1298
2024-07-12 2024-06-30 13F ALTRIA GROUP COM 02209S103 15,327 -445 -2.82 698 1.60 0.1146
2024-04-11 2024-03-31 13F ALTRIA GROUP COM 02209S103 15,772 5,904 59.83 688 66.75 0.1263
2024-01-10 2023-12-31 13F ALTRIA GROUP COM 02209S103 9,868 -5,904 -37.43 413 -37.39 0.2030
2023-10-13 2023-09-30 13F/A-1 ALTRIA GROUP COM 02209S103 15,772 0 0.00 658 -8.61 0.1352
2023-10-05 2023-09-30 13F ALTRIA GROUP COM 02209S103 5,904 -9,868 248 0.0836
2023-07-11 2023-06-30 13F ALTRIA GROUP COM 02209S103 15,772 6,855 76.88 721 81.36 0.1595
2023-04-07 2023-03-31 13F ALTRIA GROUP COM 02209S103 8,917 -9,868 -52.53 398 -53.73 0.1390
2023-01-13 2022-12-31 13F ALTRIA GROUP COM 02209S103 18,785 -1,000 -5.05 859 5.80 0.3251
2022-10-07 2022-09-30 13F ALTRIA GROUP COM 02209S103 19,785 0 0.00 811 -2.52 0.1986
2022-07-11 2022-06-30 13F ALTRIA GROUP COM 02209S103 19,785 0 0.00 832 -19.54 0.1820
2022-04-11 2022-03-31 13F ALTRIA GROUP COM 02209S103 19,785 -83 -0.42 1,034 9.30 0.2014
2022-02-02 2021-12-31 13F ALTRIA GROUP COM 02209S103 19,868 -1,000 -4.79 946 -1.56 0.1636
2021-10-13 2021-09-30 13F ALTRIA GROUP COM 02209S103 20,868 -20,750 -49.86 961 -51.29 0.1749
2021-07-13 2021-06-30 13F ALTRIA GROUP COM 02209S103 41,618 -50,000 -54.57 1,973 -57.90 0.3833
2021-04-19 2021-03-31 13F/A-1 ALTRIA GROUP COM 02209S103 91,618 0 0.00 4,687 24.72 0.9912
2021-04-14 2021-03-31 13F ALTRIA GROUP COM 02209S103 10,868 -80,750 556 252,776.6791
2021-01-26 2020-12-31 13F ALTRIA GROUP COM 02209S103 91,618 -400 -0.43 3,758 5.41 0.8554
2020-10-16 2020-09-30 13F ALTRIA GROUP COM 02209S103 92,018 9,712 11.80 3,565 10.37 0.9688
2020-07-09 2020-06-30 13F ALTRIA GROUP COM 02209S103 82,306 150 0.18 3,230 10,319.35 1.5716
2020-04-10 2020-03-31 13F/A-1 ALTRIA GROUP COM 02209S103 82,156 4,006 5.13 31 -99.24 0.0303
2020-04-09 2020-03-31 13F ALTRIA GROUP COM 02209S103 82,156 4,006 31 29,781.6334
2020-01-09 2019-12-31 13F ALTRIA GROUP COM 02209S103 78,150 -1,000 -1.26 4,104 27.37 0.9320
2019-11-14 2019-09-30 13F ALTRIA GROUP COM 02209S103 79,150 -300 -0.38 3,222 -14.58 0.7799
2019-07-10 2019-06-30 13F ALTRIA GROUP COM 02209S103 79,450 48,300 155.06 3,772 110.84 0.9789
2019-04-19 2019-03-31 13F ALTRIA GROUP COM 02209S103 31,150 -500 -1.58 1,789 14.46 0.8704
2019-01-14 2018-12-31 13F ALTRIA GROUP COM 02209S103 31,650 -2,200 -6.50 1,563 -23.46 0.8585
2018-10-10 2018-09-30 13F/A-1 ALTRIA GROUP COM 02209S103 33,850 100 0.30 2,042 6.58 0.9570
2018-10-09 2018-09-30 13F ALTRIA GROUP COM 02209S103 2,042 -31,708 2,042
2018-07-10 2018-06-30 13F ALTRIA GROUP COM 02209S103 33,750 0 0.00 1,916 -8.94 0.8872
2018-05-14 2018-03-31 13F ALTRIA GROUP COM 02209S103 33,750 -1,000 -2.88 2,104 -15.20 0.8814
2018-02-15 2017-12-31 13F ALTRIA GROUP COM 02209S103 34,750 -700 -1.97 2,481 10.36 1.0482
2017-10-23 2017-09-30 13F ALTRIA GROUP COM 02209S103 35,450 -375 -1.05 2,248 -15.71 0.9589
2017-07-13 2017-06-30 13F ALTRIA GROUP COM 02209S103 35,825 275 0.77 2,667 5.04 1.0871
2017-04-20 2017-03-31 13F/A-1 ALTRIA GROUP COM 02209S103 35,550 445 1.27 2,539 6.95 0.9274
2017-04-20 2017-03-31 13F ALTRIA GROUP COM 02209S103 35,550 2,539
2017-01-24 2016-12-31 13F ALTRIA GROUP COM 02209S103 35,105 -226 -0.64 2,374 6.27 1.0992
2016-10-24 2016-09-30 13F ALTRIA GROUP COM 02209S103 35,331 2,020 6.06 2,234 -2.79 0.6775
2016-07-25 2016-06-30 13F ALTRIA GROUP COM 02209S103 33,311 -2,287 -6.42 2,298 3.05 0.5344
2016-04-27 2016-03-31 13F ALTRIA GROUP COM 02209S103 35,598 35,598 2,230 0.3838
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.