Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionWealth Architects, LLC
Latest Disclosed Ownership10,453 shares
Latest Disclosed Value $ 689,791
Wealth Architects, LLC reports 0.04% decrease in ownership of MO / Altria Group, Inc.

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 10,453 shares of Altria Group, Inc. (MX:MO) valued at $689,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,457 shares of Altria Group, Inc.. This represents a change in shares of -0.04% 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)
2026-05-15 2026-03-31 13F ALTRIA GROUP Equities 02209S103 10,453 -4 -0.04 690 14.45 0.0615
2026-02-17 2025-12-31 13F ALTRIA GROUP COM 02209S103 10,457 -63 -0.60 603 -13.26 0.0543
2025-11-13 2025-09-30 13F ALTRIA GROUP COM 02209S103 10,520 21 0.20 695 12.85 0.0656
2025-07-25 2025-06-30 13F ALTRIA GROUP COM 02209S103 10,499 7 0.07 616 -2.23 0.0625
2025-05-14 2025-03-31 13F/A-1 ALTRIA GROUP COM 02209S103 10,492 -194 -1.82 630 12.72 0.0695
2025-05-12 2025-03-31 13F ALTRIA GROUP COM 02209S103 6,407 -4,279 1,323 0.1460
2025-02-10 2024-12-31 13F ALTRIA GROUP COM 02209S103 10,686 -145 -1.34 559 1.09 0.0631
2024-10-31 2024-09-30 13F ALTRIA GROUP COM 02209S103 10,831 76 0.71 553 12.88 0.0626
2024-08-08 2024-06-30 13F ALTRIA GROUP COM 02209S103 10,755 44 0.41 490 4.71 0.0598
2024-05-13 2024-03-31 13F ALTRIA GROUP COM 02209S103 10,711 -133 -1.23 467 6.86 0.0616
2024-02-14 2023-12-31 13F ALTRIA GROUP COM 02209S103 10,844 -243 -2.19 437 -6.22 0.0614
2023-11-09 2023-09-30 13F ALTRIA GROUP COM 02209S103 11,087 -70 -0.63 466 -7.72 0.0793
2023-08-02 2023-06-30 13F ALTRIA GROUP COM 02209S103 11,157 143 1.30 505 2.85 0.0834
2023-04-21 2023-03-31 13F ALTRIA GROUP COM 02209S103 11,014 24 0.22 491 -2.19 0.0870
2023-02-10 2022-12-31 13F ALTRIA GROUP COM 02209S103 10,990 132 1.22 502 14.61 0.0950
2022-10-24 2022-09-30 13F ALTRIA GROUP COM 02209S103 10,858 -346 -3.09 438 -6.41 0.0917
2022-07-29 2022-06-30 13F ALTRIA GROUP COM 02209S103 11,204 -720 -6.04 468 -24.88 0.0914
2022-05-17 2022-03-31 13F ALTRIA GROUP COM 02209S103 11,924 1,041 9.57 623 20.74 0.1059
2022-01-19 2021-12-31 13F ALTRIA GROUP COM 02209S103 10,883 208 1.95 516 6.17 0.0905
2021-11-09 2021-09-30 13F ALTRIA GROUP COM 02209S103 10,675 -6 -0.06 486 -4.52 0.0943
2021-08-09 2021-06-30 13F ALTRIA GROUP COM 02209S103 10,681 18 0.17 509 -6.78 0.0997
2021-04-29 2021-03-31 13F ALTRIA GROUP COM 02209S103 10,663 50 0.47 546 25.52 0.1182
2021-01-28 2020-12-31 13F ALTRIA GROUP COM 02209S103 10,613 -19 -0.18 435 5.84 0.1012
2020-11-09 2020-09-30 13F ALTRIA GROUP COM 02209S103 10,632 5 0.05 411 -1.44 0.1115
2020-08-14 2020-06-30 13F ALTRIA GROUP COM 02209S103 10,627 1,073 11.23 417 13.01 0.1169
2020-04-23 2020-03-31 13F ALTRIA GROUP COM 02209S103 9,554 14 0.15 369 -22.48 0.1280
2020-01-28 2019-12-31 13F ALTRIA GROUP COM 02209S103 9,540 -106 -1.10 476 20.51 0.1329
2019-10-23 2019-09-30 13F ALTRIA GROUP COM 02209S103 9,646 -100 -1.03 395 -14.32 0.1203
2019-07-12 2019-06-30 13F ALTRIA GROUP COM 02209S103 9,746 146 1.52 461 -16.33 0.1389
2019-05-01 2019-03-31 13F ALTRIA GROUP COM 02209S103 9,600 0 0.00 551 16.24 0.1718
2019-01-17 2018-12-31 13F ALTRIA GROUP COM 02209S103 9,600 152 1.61 474 -16.84 0.1703
2018-10-04 2018-09-30 13F ALTRIA GROUP COM 02209S103 9,448 190 2.05 570 8.37 0.1759
2018-07-19 2018-06-30 13F ALTRIA GROUP COM 02209S103 9,258 -22 -0.24 526 -9.00 0.1703
2018-04-13 2018-03-31 13F ALTRIA GROUP COM 02209S103 9,280 33 0.36 578 -12.42 0.1914
2018-04-13 2017-12-31 13F/A-1 ALTRIA GROUP COM 02209S103 9,247 -40 -0.43 660 12.05 0.2164
2018-01-30 2017-12-31 13F ALTRIA GROUP COM 02209S103 9,247 -40 660 0.2159
2017-11-08 2017-09-30 13F ALTRIA GROUP COM 02209S103 9,287 -2 -0.02 589 -14.76 0.2048
2017-08-10 2017-06-30 13F ALTRIA GROUP COM 02209S103 9,289 -2 -0.02 691 4.07 0.2572
2017-05-02 2017-03-31 13F ALTRIA GROUP COM 02209S103 9,291 0 0.00 664 5.73 0.2639
2017-02-09 2016-12-31 13F ALTRIA GROUP COM 02209S103 9,291 0 0.00 628 6.98 0.2796
2016-11-07 2016-09-30 13F ALTRIA GROUP COM 02209S103 9,291 6 0.06 587 -8.28 0.2717
2016-08-08 2016-06-30 13F ALTRIA GROUP COM 02209S103 9,285 -57 -0.61 640 9.40 0.3099
2016-05-12 2016-03-31 13F ALTRIA GROUP COM 02209S103 9,342 -101 -1.07 585 6.36 0.2920
2016-02-11 2015-12-31 13F ALTRIA GROUP COM 02209S103 9,443 0 0.00 550 7.00 0.2719
2015-11-10 2015-09-30 13F ALTRIA GROUP COM 02209S103 9,443 100 1.07 514 12.47 0.2760
2015-08-06 2015-06-30 13F ALTRIA GROUP COM 02209S103 9,343 0 0.00 457 -2.14 0.2456
2015-04-28 2015-03-31 13F ALTRIA GROUP COM 02209S103 9,343 -2,542 -21.39 467 -20.31 0.2689
2015-02-11 2014-12-31 13F ALTRIA GROUP COM 02209S103 11,885 11,885 586 0.3443
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.