Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership166,684 shares
Latest Disclosed Value $ 10,999,488
Visionary Wealth Advisors reports 1.34% increase in ownership of MO / Altria Group, Inc.

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 166,684 shares of Altria Group, Inc. (MX:MO) valued at $10,999,488 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 164,480 shares of Altria Group, Inc.. This represents a change in shares of 1.34% 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)
2026-05-13 2026-03-31 13F ALTRIA GROUP COM 02209S103 166,684 2,204 1.34 10,999 15.99 0.4866
2026-02-13 2025-12-31 13F ALTRIA GROUP COM 02209S103 164,480 3,676 2.29 9,484 -10.72 0.4273
2025-11-13 2025-09-30 13F ALTRIA GROUP COM 02209S103 160,804 -5,286 -3.18 10,623 9.09 0.4955
2025-08-14 2025-06-30 13F ALTRIA GROUP COM 02209S103 166,090 3,843 2.37 9,738 -0.01 0.4974
2025-05-14 2025-03-31 13F ALTRIA GROUP COM 02209S103 162,247 -12,495 -7.15 9,738 6.58 0.5846
2025-02-14 2024-12-31 13F ALTRIA GROUP COM 02209S103 174,742 631 0.36 9,137 2.82 0.5357
2024-11-12 2024-09-30 13F ALTRIA GROUP COM 02209S103 174,111 -15,050 -7.96 8,887 3.13 0.5408
2024-08-13 2024-06-30 13F ALTRIA GROUP COM 02209S103 189,161 1,076 0.57 8,616 5.02 0.5633
2024-05-15 2024-03-31 13F ALTRIA GROUP COM 02209S103 188,085 23,387 14.20 8,204 23.50 0.5538
2024-02-14 2023-12-31 13F ALTRIA GROUP COM 02209S103 164,698 2,821 1.74 6,644 -2.39 0.4883
2023-11-13 2023-09-30 13F ALTRIA GROUP COM 02209S103 161,877 3,068 1.93 6,807 -5.39 0.5515
2023-08-11 2023-06-30 13F ALTRIA GROUP COM 02209S103 158,809 3,355 2.16 7,194 3.72 0.5758
2023-05-15 2023-03-31 13F/A-1 ALTRIA GROUP COM 02209S103 155,454 11,623 8.08 6,936 5.49 0.5878
2023-05-15 2023-03-31 13F ALTRIA GROUP COM 02209S103 155,454 11,623 7 0.5877
2023-02-14 2022-12-31 13F ALTRIA GROUP COM 02209S103 143,831 8,590 6.35 6,575 20.40 0.6069
2022-11-14 2022-09-30 13F ALTRIA GROUP COM 02209S103 135,241 15,221 12.68 5,461 8.94 0.5672
2022-08-12 2022-06-30 13F ALTRIA GROUP COM 02209S103 120,020 10,971 10.06 5,013 -12.02 0.4499
2022-05-12 2022-03-31 13F ALTRIA GROUP COM 02209S103 109,049 8,383 8.33 5,698 19.43 0.4584
2022-02-14 2021-12-31 13F ALTRIA GROUP COM 02209S103 100,666 7,374 7.90 4,771 12.34 0.3912
2021-11-12 2021-09-30 13F ALTRIA GROUP COM 02209S103 93,292 -61 -0.07 4,247 -4.58 0.4372
2021-08-13 2021-06-30 13F ALTRIA GROUP COM 02209S103 93,353 1,804 1.97 4,451 -4.97 0.4474
2021-05-18 2021-03-31 13F ALTRIA GROUP COM 02209S103 91,549 5,066 5.86 4,684 32.09 0.4927
2021-02-16 2020-12-31 13F ALTRIA GROUP COM 02209S103 86,483 4,135 5.02 3,546 11.44 0.3977
2020-11-16 2020-09-30 13F ALTRIA GROUP COM 02209S103 82,348 5,993 7.85 3,182 6.17 0.4483
2020-08-14 2020-06-30 13F ALTRIA GROUP COM 02209S103 76,355 6,649 9.54 2,997 11.21 0.4564
2020-05-15 2020-03-31 13F ALTRIA GROUP COM 02209S103 69,706 10,001 16.75 2,695 -9.53 0.5080
2020-02-14 2019-12-31 13F ALTRIA GROUP COM 02209S103 59,705 59,705 2,979 0.5331
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.