Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership56,082 shares
Latest Disclosed Value $ 3,700,819
Wealthcare Advisory Partners LLC reports 27.39% increase in ownership of MO / Altria Group, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 56,082 shares of Altria Group, Inc. (MX:MO) valued at $3,700,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 44,023 shares of Altria Group, Inc.. This represents a change in shares of 27.39% 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)
2026-04-14 2026-03-31 13F ALTRIA GROUP COM 02209S103 56,082 12,059 27.39 3,701 45.78 0.0720
2026-01-14 2025-12-31 13F ALTRIA GROUP COM 02209S103 44,023 -7,918 -15.24 2,538 -26.03 0.0499
2025-11-07 2025-09-30 13F ALTRIA GROUP COM 02209S103 51,941 493 0.96 3,431 13.76 0.0715
2025-07-22 2025-06-30 13F ALTRIA GROUP COM 02209S103 51,448 4,627 9.88 3,016 7.33 0.0688
2025-04-15 2025-03-31 13F ALTRIA GROUP COM 02209S103 46,821 -544 -1.15 2,810 13.49 0.0754
2025-01-15 2024-12-31 13F ALTRIA GROUP COM 02209S103 47,365 -1,015 -2.10 2,477 0.28 0.0688
2024-11-04 2024-09-30 13F ALTRIA GROUP COM 02209S103 48,380 6,994 16.90 2,469 30.98 0.0703
2024-08-12 2024-06-30 13F ALTRIA GROUP COM 02209S103 41,386 1,663 4.19 1,885 8.83 0.0589
2024-04-15 2024-03-31 13F ALTRIA GROUP COM 02209S103 39,723 16,662 72.25 1,733 86.24 0.0568
2024-02-06 2023-12-31 13F ALTRIA GROUP COM 02209S103 23,061 1,870 8.82 930 4.38 0.0370
2023-10-12 2023-09-30 13F ALTRIA GROUP COM 02209S103 21,191 399 1.92 891 -5.31 0.0409
2023-07-17 2023-06-30 13F ALTRIA GROUP COM 02209S103 20,792 -818 -3.79 942 -2.39 0.0421
2023-05-04 2023-03-31 13F ALTRIA GROUP COM 02209S103 21,610 -1,157 -5.08 964 -7.31 0.0414
2023-02-13 2022-12-31 13F ALTRIA GROUP COMMON 02209S103 22,767 4,208 22.67 1,041 38.85 0.0497
2022-11-14 2022-09-30 13F ALTRIA GROUP COMMON 02209S103 18,559 2,729 17.24 749 13.31 0.0427
2022-08-15 2022-06-30 13F ALTRIA GROUP COMMON 02209S103 15,830 1,711 12.12 661 -10.43 0.0400
2022-04-15 2022-03-31 13F ALTRIA GROUP COMMON 02209S103 14,119 334 2.42 738 13.02 0.0448
2022-02-11 2021-12-31 13F ALTRIA GROUP COMMON 02209S103 13,785 -6,147 -30.84 653 -28.00 0.0391
2021-11-15 2021-09-30 13F ALTRIA GROUP Equity 02209S103 19,932 -687 -3.33 907 -7.73 0.0593
2021-08-16 2021-06-30 13F ALTRIA GROUP COMMON 02209S103 20,619 -405 -1.93 983 -8.64 0.0658
2021-04-30 2021-03-31 13F ALTRIA GROUP COMMON 02209S103 21,024 1,805 9.39 1,076 36.55 0.0779
2021-02-12 2020-12-31 13F ALTRIA GROUP COMMON 02209S103 19,219 2,220 13.06 788 19.94 0.0700
2020-10-29 2020-09-30 13F ALTRIA GROUP COMMON 02209S103 16,999 -419 -2.41 657 -3.95 0.0720
2020-07-29 2020-06-30 13F ALTRIA GROUP COMMON 02209S103 17,418 -931 -5.07 684 -3.66 0.0853
2020-04-29 2020-03-31 13F ALTRIA GROUP COMMON 02209S103 18,349 -5,743 -23.84 710 -40.93 0.1041
2020-01-29 2019-12-31 13F ALTRIA GROUP COMMON 02209S103 24,092 -18,609 -43.58 1,202 -31.16 0.1528
2019-10-16 2019-09-30 13F ALTRIA GROUP COMMON 02209S103 42,701 -2,372 -5.26 1,746 -18.18 0.2534
2019-07-30 2019-06-30 13F ALTRIA GROUP COMMON 02209S103 45,073 -3,236 -6.70 2,134 -23.07 0.3381
2019-05-13 2019-03-31 13F ALTRIA GROUP COMMON 02209S103 48,309 -1,800 -3.59 2,774 12.08 0.4731
2019-02-14 2018-12-31 13F ALTRIA GROUP COMMON 02209S103 50,109 -117 -0.23 2,475 -18.29 0.4803
2018-11-14 2018-09-30 13F ALTRIA GROUP COMMON 02209S103 50,226 -3,289 -6.15 3,029 -0.33 0.5562
2018-08-13 2018-06-30 13F ALTRIA GROUP COMMON 02209S103 53,515 -531 -0.98 3,039 -9.77 0.5957
2018-05-14 2018-03-31 13F ALTRIA GROUP COMMON 02209S103 54,046 -367 -0.67 3,368 -13.33 0.7610
2018-02-14 2017-12-31 13F ALTRIA GROUP COMMON 02209S103 54,413 3,449 6.77 3,886 20.24 0.9993
2017-11-15 2017-09-30 13F ALTRIA GROUP COMMON 02209S103 50,964 50,693 18,705.90 3,232 16,060.00 0.9603
2017-08-28 2017-06-30 13F ALTRIA GROUP COMMON 02209S103 271 -240 -46.97 20 -44.44 0.0097
2017-04-11 2017-03-31 13F ALTRIA GROUP COMMON 02209S103 511 -100 -16.37 36 -12.20 0.0197
2017-01-11 2016-12-31 13F ALTRIA GROUP COMMON 02209S103 611 221 56.67 41 64.00 0.0243
2016-10-14 2016-09-30 13F ALTRIA GROUP COMMON 02209S103 390 -50 -11.36 25 -16.67 0.0162
2016-08-25 2016-06-30 13F ALTRIA GROUP COMMON 02209S103 440 440 30 0.0211
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.