Altria Group, Inc.
US ˙ NYSE ˙ US02209S1033

SecurityMO / Altria Group, Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership34,404 shares
Latest Disclosed Value $ 2,270,349
Western Wealth Management, LLC reports 11.78% increase in ownership of MO / Altria Group, Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 34,404 shares of Altria Group, Inc. (US:MO) valued at $2,270,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 30,777 shares of Altria Group, Inc.. This represents a change in shares of 11.78% during the quarter. The current value of the position is $2,418,601 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-19 2026-03-31 13F ALTRIA GROUP COM 02209S103 34,404 3,627 11.78 2,270 27.96 0.0528
2026-02-05 2025-12-31 13F ALTRIA GROUP Common Stock 02209S103 30,777 869 2.91 1,775 -10.18 0.0817
2025-11-06 2025-09-30 13F ALTRIA GROUP Common Stock 02209S103 29,908 585 2.00 1,976 14.89 0.1042
2025-08-11 2025-06-30 13F ALTRIA GROUP Common Stock 02209S103 29,323 -142 -0.48 1,719 -2.77 0.1020
2025-04-23 2025-03-31 13F ALTRIA GROUP Common Stock 02209S103 29,465 -17 -0.06 1,768 14.73 0.1170
2025-04-16 2024-12-31 13F/A-1 ALTRIA GROUP Common Stock 02209S103 29,482 -463 -1.55 1,542 0.85 0.1004
2024-11-12 2024-09-30 13F ALTRIA GROUP COM 02209S103 29,945 301 1.02 1,528 13.19 0.0871
2024-07-19 2024-06-30 13F ALTRIA GROUP COM 02209S103 29,644 507 1.74 1,350 6.30 0.1001
2024-05-03 2024-03-31 13F ALTRIA GROUP COM 02209S103 29,137 -7,364 -20.17 1,271 -13.72 0.0988
2024-01-31 2023-12-31 13F ALTRIA GROUP COM 02209S103 36,501 -1,847 -4.82 1,472 -8.68 0.1061
2023-11-08 2023-09-30 13F ALTRIA GROUP COM 02209S103 38,348 196 0.51 1,613 -6.71 0.1363
2023-08-30 2023-06-30 13F ALTRIA GROUP COM 02209S103 38,152 428 1.13 1,728 2.67 0.1474
2023-08-30 2023-03-31 13F ALTRIA GROUP COM 02209S103 37,724 4,790 14.54 1,683 11.83 0.1567
2023-02-03 2022-12-31 13F ALTRIA GROUP COM 02209S103 32,934 -19,488 -37.18 1,505 -31.15 0.1539
2022-11-07 2022-09-30 13F ALTRIA GROUP COM 02209S103 52,422 7,398 16.43 2,186 16.59 0.1252
2022-07-18 2022-06-30 13F ALTRIA GROUP COM 02209S103 45,024 -3,034 -6.31 1,875 -25.36 0.1076
2022-05-10 2022-03-31 13F ALTRIA GROUP COM 02209S103 48,058 28,600 146.98 2,512 172.75 0.1219
2022-02-14 2021-12-31 13F ALTRIA GROUP COM 02209S103 19,458 -4,088 -17.36 921 -17.99 0.0909
2021-08-09 2021-06-30 13F ALTRIA GROUP COM 02209S103 23,546 3,454 17.19 1,123 9.24 0.1155
2021-05-14 2021-03-31 13F ALTRIA GROUP COM 02209S103 20,092 845 4.39 1,028 30.29 0.1382
2021-02-10 2020-12-31 13F ALTRIA GROUP COM 02209S103 19,247 -2,829 -12.81 789 -7.50 0.1158
2020-10-27 2020-09-30 13F ALTRIA GROUP COM 02209S103 22,076 2,631 13.53 853 10.49 0.1393
2020-07-20 2020-06-30 13F ALTRIA GROUP COM 02209S103 19,445 5,303 37.50 772 40.62 0.1400
2020-04-27 2020-03-31 13F ALTRIA GROUP COM 02209S103 14,142 3,849 37.39 549 6.81 0.1259
2020-02-10 2019-12-31 13F ALTRIA GROUP COM 02209S103 10,293 -5,188 -33.51 514 -18.54 0.0779
2019-11-08 2019-09-30 13F ALTRIA GROUP COM 02209S103 15,481 -20,984 -57.55 631 -63.42 0.1313
2019-08-06 2019-06-30 13F ALTRIA GROUP COM 02209S103 36,465 1,444 4.12 1,725 -14.18 0.2266
2019-05-10 2019-03-31 13F ALTRIA GROUP COM 02209S103 35,021 3,967 12.77 2,010 31.12 0.4474
2019-02-15 2018-12-31 13F ALTRIA GROUP COM 02209S103 31,054 31,054 1,533 0.4124
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.