Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership9,163 shares
Latest Disclosed Value $ 604,665
TCI Wealth Advisors, Inc. reports 4.01% increase in ownership of MO / Altria Group, Inc.

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 9,163 shares of Altria Group, Inc. (MX:MO) valued at $604,665 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,810 shares of Altria Group, Inc.. This represents a change in shares of 4.01% 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)
2026-04-27 2026-03-31 13F ALTRIA GROUP COM 02209S103 9,163 353 4.01 605 19.13 0.0321
2026-02-02 2025-12-31 13F ALTRIA GROUP COM 02209S103 8,810 -416 -4.51 508 -16.75 0.0280
2025-10-14 2025-09-30 13F ALTRIA GROUP COM 02209S103 9,226 -231 -2.44 610 9.93 0.0364
2025-07-16 2025-06-30 13F ALTRIA GROUP COM 02209S103 9,457 191 2.06 554 -0.36 0.0380
2025-04-21 2025-03-31 13F ALTRIA GROUP COM 02209S103 9,266 799 9.44 556 25.79 0.0445
2025-01-23 2024-12-31 13F ALTRIA GROUP COM 02209S103 8,467 -133 -1.55 443 0.91 0.0370
2024-10-24 2024-09-30 13F ALTRIA GROUP COM 02209S103 8,600 -368 -4.10 439 7.35 0.0370
2024-07-30 2024-06-30 13F ALTRIA GROUP COM 02209S103 8,968 1,669 22.87 408 28.30 0.0385
2024-05-07 2024-03-31 13F ALTRIA GROUP COM 02209S103 7,299 -255 -3.38 318 4.61 0.0314
2024-02-06 2023-12-31 13F ALTRIA GROUP COM 02209S103 7,554 -1,395 -15.59 305 -19.15 0.0325
2023-10-31 2023-09-30 13F ALTRIA GROUP COM 02209S103 8,949 621 7.46 376 -0.27 0.0480
2023-08-04 2023-06-30 13F ALTRIA GROUP COM 02209S103 8,328 25 0.30 377 1.89 0.0482
2023-05-03 2023-03-31 13F ALTRIA GROUP COM 02209S103 8,303 17 0.21 370 -2.12 0.0481
2023-02-07 2022-12-31 13F ALTRIA GROUP COM 02209S103 8,286 14 0.17 379 13.17 0.0524
2022-11-08 2022-09-30 13F ALTRIA GROUP COM 02209S103 8,272 47 0.57 334 -2.91 0.0540
2022-07-19 2022-06-30 13F ALTRIA GROUP COM 02209S103 8,225 93 1.14 344 -19.06 0.0526
2022-04-29 2022-03-31 13F ALTRIA GROUP COM 02209S103 8,132 10 0.12 425 10.39 0.0637
2022-01-24 2021-12-31 13F ALTRIA GROUP COM 02209S103 8,122 -1,378 -14.51 385 -10.88 0.0569
2021-10-29 2021-09-30 13F ALTRIA GROUP COM 02209S103 9,500 13 0.14 432 -4.42 0.0659
2021-08-02 2021-06-30 13F ALTRIA GROUP COM 02209S103 9,487 -691 -6.79 452 -13.24 0.0764
2021-04-29 2021-03-31 13F ALTRIA GROUP COM 02209S103 10,178 -690 -6.35 521 16.82 0.2210
2021-01-21 2020-12-31 13F ALTRIA GROUP COM 02209S103 10,868 -1,094 -9.15 446 -3.46 0.1993
2020-10-20 2020-09-30 13F ALTRIA GROUP COM 02209S103 11,962 -752 -5.91 462 -7.41 0.1826
2020-07-20 2020-06-30 13F ALTRIA GROUP COM 02209S103 12,714 -340 -2.60 499 -1.19 0.2133
2020-04-14 2020-03-31 13F ALTRIA GROUP COM 02209S103 13,054 731 5.93 505 -17.89 0.2491
2020-01-27 2019-12-31 13F ALTRIA GROUP COM 02209S103 12,323 27 0.22 615 22.27 0.2389
2019-10-17 2019-09-30 13F ALTRIA GROUP COM 02209S103 12,296 -111 -0.89 503 -14.31 0.2234
2019-07-23 2019-06-30 13F ALTRIA GROUP COM 02209S103 12,407 45 0.36 587 -17.32 0.2644
2019-04-11 2019-03-31 13F ALTRIA GROUP COM 02209S103 12,362 -2,703 -17.94 710 -4.57 0.3122
2019-01-17 2018-12-31 13F ALTRIA GROUP COM 02209S103 15,065 -1,202 -7.39 744 -24.16 0.3604
2018-11-02 2018-09-30 13F ALTRIA GROUP COM 02209S103 16,267 -5,552 -25.45 981 -20.82 0.4101
2018-07-26 2018-06-30 13F ALTRIA GROUP COM 02209S103 21,819 4,814 28.31 1,239 16.89 0.5509
2018-04-30 2018-03-31 13F ALTRIA GROUP COM 02209S103 17,005 -579 -3.29 1,060 -15.61 0.4910
2018-02-01 2017-12-31 13F ALTRIA GROUP COM 02209S103 17,584 -226 -1.27 1,256 11.25 0.5516
2017-10-24 2017-09-30 13F ALTRIA GROUP COM 02209S103 17,810 -456 -2.50 1,129 -16.99 0.5525
2017-08-10 2017-06-30 13F ALTRIA GROUP COM 02209S103 18,266 -64 -0.35 1,360 3.90 0.6945
2017-05-04 2017-03-31 13F ALTRIA GROUP COM 02209S103 18,330 -968 -5.02 1,309 0.31 0.6830
2017-02-10 2016-12-31 13F ALTRIA GROUP COM 02209S103 19,298 697 3.75 1,305 10.97 0.6843
2016-11-01 2016-09-30 13F ALTRIA GROUP COM 02209S103 18,601 26 0.14 1,176 -8.20 0.6394
2016-08-09 2016-06-30 13F Altria Group COM 02209S103 18,575 -299 -1.58 1,281 8.28 0.7108
2016-04-29 2016-03-31 13F ALTRIA GROUP COM 02209S103 18,874 405 2.19 1,183 10.05 0.6557
2016-02-10 2015-12-31 13F ALTRIA GROUP COM 02209S103 18,469 156 0.85 1,075 7.93 0.5988
2015-11-02 2015-09-30 13F ALTRIA GROUP COM 02209S103 18,313 55 0.30 996 11.53 0.6002
2015-08-10 2015-06-30 13F ALTRIA GROUP COM 02209S103 18,258 40 0.22 893 -1.98 0.5112
2015-04-30 2015-03-31 13F ALTRIA GROUP COM 02209S103 18,218 -410 -2.20 911 -0.76 0.5717
2015-02-06 2014-12-31 13F ALTRIA GROUP COM 02209S103 18,628 -40 -0.21 918 6.99 0.5680
2014-11-05 2014-09-30 13F ALTRIA GROUP COM 02209S103 18,668 43 0.23 858 9.86 0.5408
2014-08-11 2014-06-30 13F ALTRIA GROUP COM 02209S103 18,625 87 0.47 781 12.54 0.4701
2014-05-15 2014-03-31 13F ALTRIA GROUP COM 02209S103 18,538 -1,497 -7.47 694 -9.75 0.4525
2014-01-21 2013-12-31 13F Altria Group COM 02209S103 20,035 1,473 7.94 769 20.53 0.4824
2013-10-25 2013-09-30 13F Altria Group COM - Was Phillip Mo 02209S103 18,562 -404 -2.13 638 -3.92 0.4850
2013-09-12 2013-06-30 13F Altria Group COM 02209S103 18,966 -546 -2.80 664 -1.04 0.5042
2013-10-18 2013-03-31 13F Altria Group COM - Was Phillip Morris 02209S103 19,512 986 5.32 671 15.29 0.7366
2013-10-18 2012-12-31 13F Altria Group COM - Was Phillip Morris 02209S103 18,526 18,526 582 0.7053
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.