Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership89,835 shares
Latest Disclosed Value $ 5,928,228
Stony Point Wealth Management Inc. reports 17.67% decrease in ownership of MO / Altria Group, Inc.

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 89,835 shares of Altria Group, Inc. (MX:MO) valued at $5,928,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 109,113 shares of Altria Group, Inc.. This represents a change in shares of -17.67% 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)
2026-05-01 2026-03-31 13F ALTRIA GROUP COM 02209S103 89,835 -19,278 -17.67 5,928 -5.77 2.3553
2026-02-17 2025-12-31 13F ALTRIA GROUP COM 02209S103 109,113 2,213 2.07 6,291 -10.90 2.3539
2025-10-10 2025-09-30 13F ALTRIA GROUP COM 02209S103 106,900 -11,896 -10.01 7,062 1.38 2.8529
2025-07-09 2025-06-30 13F ALTRIA GROUP COM 02209S103 118,796 -1,170 -0.98 6,965 -3.26 2.9601
2025-04-11 2025-03-31 13F ALTRIA GROUP COM 02209S103 119,966 -52 -0.04 7,200 14.74 3.0647
2025-01-21 2024-12-31 13F ALTRIA GROUP COM 02209S103 120,018 -5,790 -4.60 6,276 -2.27 2.4868
2024-10-04 2024-09-30 13F ALTRIA GROUP COM 02209S103 125,808 -4,821 -3.69 6,421 7.92 2.7053
2024-07-12 2024-06-30 13F ALTRIA GROUP COM 02209S103 130,629 -11,750 -8.25 5,950 -4.19 2.5813
2024-04-18 2024-03-31 13F ALTRIA GROUP COM 02209S103 142,379 -4,601 -3.13 6,211 4.74 2.7003
2024-01-10 2023-12-31 13F ALTRIA GROUP COM 02209S103 146,980 981 0.67 5,929 -4.88 2.7446
2023-10-13 2023-09-30 13F ALTRIA GROUP COM 02209S103 145,999 747 0.51 6,234 -5.26 3.2433
2023-07-20 2023-06-30 13F ALTRIA GROUP COM 02209S103 145,252 -512 -0.35 6,580 1.17 3.2794
2023-04-11 2023-03-31 13F ALTRIA GROUP COM 02209S103 145,764 -1,921 -1.30 6,504 -3.66 3.3767
2023-01-31 2022-12-31 13F ALTRIA GROUP COM 02209S103 147,685 35,541 31.69 6,751 49.07 3.7309
2022-10-07 2022-09-30 13F ALTRIA GROUP COM 02209S103 112,144 7,532 7.20 4,528 3.62 3.3548
2022-08-03 2022-06-30 13F ALTRIA GROUP COM 02209S103 104,612 8,311 8.63 4,370 -13.16 2.8537
2022-04-14 2022-03-31 13F ALTRIA GROUP COM 02209S103 96,301 3,753 4.06 5,032 14.73 2.6529
2022-02-02 2021-12-31 13F ALTRIA GROUP COM 02209S103 92,548 23,075 33.21 4,386 38.71 2.3232
2021-10-14 2021-09-30 13F ALTRIA GROUP COM 02209S103 69,473 17,457 33.56 3,162 27.50 1.9009
2021-07-29 2021-06-30 13F ALTRIA GROUP COM 02209S103 52,016 9,060 21.09 2,480 12.83 1.6081
2021-04-27 2021-03-31 13F ALTRIA GROUP COM 02209S103 42,956 4,115 10.59 2,198 38.07 1.5528
2021-01-19 2020-12-31 13F ALTRIA GROUP COM 02209S103 38,841 1,151 3.05 1,592 9.34 1.1565
2020-11-10 2020-09-30 13F ALTRIA GROUP COM 02209S103 37,690 10,514 38.69 1,456 36.46 1.1520
2020-08-12 2020-06-30 13F ALTRIA GROUP COM 02209S103 27,176 2,131 8.51 1,067 11.49 0.9029
2020-04-09 2020-03-31 13F ALTRIA GROUP COM 02209S103 25,045 -73 -0.29 957 -23.56 1.0128
2020-01-13 2019-12-31 13F ALTRIA GROUP COM 02209S103 25,118 -1,455 -5.48 1,252 15.29 1.0832
2019-10-15 2019-09-30 13F ALTRIA GROUP COM 02209S103 26,573 -979 -3.55 1,086 -21.02 1.0271
2019-07-23 2019-06-30 13F ALTRIA GROUP COM 02209S103 27,552 141 0.51 1,375 -12.53 1.2605
2019-04-22 2019-03-31 13F ALTRIA GROUP COM 02209S103 27,411 -104 -0.38 1,572 15.59 1.3654
2019-01-14 2018-12-31 13F ALTRIA GROUP COM 02209S103 27,515 9,237 50.54 1,360 23.41 1.2803
2018-10-19 2018-09-30 13F ALTRIA GROUP COM 02209S103 18,278 -9,185 -33.44 1,102 -29.54 0.8629
2018-07-23 2018-06-30 13F ALTRIA GROUP COM 02209S103 27,463 -261 -0.94 1,564 -9.49 1.2711
2018-04-12 2018-03-31 13F ALTRIA GROUP COM 02209S103 27,724 -1,832 -6.20 1,728 -18.14 1.4453
2018-02-20 2017-12-31 13F ALTRIA GROUP COM 02209S103 29,556 29,556 2,111 1.8062
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.