Altria Group, Inc.
US ˙ NYSE ˙ US02209S1033

SecurityMO / Altria Group, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership72,295 shares
Latest Disclosed Value $ 4,770,738
Wealthspire Advisors, LLC reports 7.40% decrease in ownership of MO / Altria Group, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 72,295 shares of Altria Group, Inc. (US:MO) valued at $4,770,747 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 78,076 shares of Altria Group, Inc.. This represents a change in shares of -7.40% during the quarter. The current value of the position is $5,082,338 USD.

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)
2026-05-01 2026-03-31 13F ALTRIA GROUP COM 02209S103 72,295 -5,781 -7.40 4,771 5.98 0.0375
2026-02-12 2025-12-31 13F ALTRIA GROUP COM 02209S103 78,076 3,288 4.40 4,502 -8.89 0.0358
2025-11-14 2025-09-30 13F ALTRIA GROUP COM 02209S103 74,788 14,815 24.70 4,941 40.50 0.0258
2025-08-11 2025-06-30 13F ALTRIA GROUP COM 02209S103 59,973 1,640 2.81 3,516 0.43 0.0198
2025-05-09 2025-03-31 13F ALTRIA GROUP COM 02209S103 58,333 -4,259 -6.80 3,501 7.00 0.0209
2025-02-04 2024-12-31 13F ALTRIA GROUP COM 02209S103 62,592 3,370 5.69 3,273 8.27 0.0325
2024-11-13 2024-09-30 13F ALTRIA GROUP COM 02209S103 59,222 4,672 8.56 3,023 21.66 0.0308
2024-08-08 2024-06-30 13F ALTRIA GROUP COM 02209S103 54,550 21,163 63.39 2,485 70.60 0.0318
2024-05-06 2024-03-31 13F ALTRIA GROUP COM 02209S103 33,387 -2,637 -7.32 1,456 0.21 0.0194
2024-02-07 2023-12-31 13F ALTRIA GROUP COM 02209S103 36,024 11,096 44.51 1,453 38.65 0.0206
2023-11-06 2023-09-30 13F ALTRIA GROUP COM 02209S103 24,928 239 0.97 1,048 -6.26 0.0173
2023-08-01 2023-06-30 13F ALTRIA GROUP COM 02209S103 24,689 -914 -3.57 1,118 -2.10 0.0183
2023-05-09 2023-03-31 13F ALTRIA GROUP COM 02209S103 25,603 -4,721 -15.57 1,142 -17.60 0.0196
2023-02-14 2022-12-31 13F ALTRIA GROUP COM 02209S103 30,324 3,020 11.06 1,386 25.66 0.0252
2022-11-14 2022-09-30 13F ALTRIA GROUP COM 02209S103 27,304 4,255 18.46 1,103 14.54 0.0231
2022-08-09 2022-06-30 13F ALTRIA GROUP COM 02209S103 23,049 1,885 8.91 963 -12.93 0.0201
2022-05-09 2022-03-31 13F ALTRIA GROUP COM 02209S103 21,164 -10,460 -33.08 1,106 -26.22 0.0249
2022-02-14 2021-12-31 13F ALTRIA GROUP COM 02209S103 31,624 718 2.32 1,499 6.54 0.0332
2021-11-15 2021-09-30 13F ALTRIA GROUP COM 02209S103 30,906 14,135 84.28 1,407 75.88 0.0292
2021-08-13 2021-06-30 13F ALTRIA GROUP COM 02209S103 16,771 -35,798 -68.10 800 -70.25 0.0210
2021-05-17 2021-03-31 13F ALTRIA GROUP COM 02209S103 52,569 18,674 55.09 2,689 93.45 0.0638
2021-02-16 2020-12-31 13F ALTRIA GROUP COM 02209S103 33,895 -10,942 -24.40 1,390 -19.75 0.0414
2020-11-16 2020-09-30 13F ALTRIA GROUP COM 02209S103 44,837 10,931 32.24 1,732 30.13 0.1030
2020-08-14 2020-06-30 13F ALTRIA GROUP COM 02209S103 33,906 -14,844 -30.45 1,331 -29.39 0.0927
2020-05-12 2020-03-31 13F ALTRIA GROUP COM 02209S103 48,750 10,430 27.22 1,885 -1.46 0.0790
2020-02-14 2019-12-31 13F ALTRIA GROUP COM 02209S103 38,320 4,820 14.39 1,913 39.64 0.1393
2019-11-12 2019-09-30 13F ALTRIA GROUP COM 02209S103 33,500 16,597 98.19 1,370 71.25 0.1122
2019-08-13 2019-06-30 13F ALTRIA GROUP COM 02209S103 16,903 2,690 18.93 800 -1.96 0.0697
2019-05-08 2019-03-31 13F ALTRIA GROUP COM 02209S103 14,213 13,203 1,307.23 816 1,532.00 0.0757
2019-02-14 2018-12-31 13F ALTRIA GROUP COM 02209S103 1,010 1,010 50 0.0048
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.