알트리아 그룹, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership7,021 shares
Latest Disclosed Value $ 463,316
TRUE Private Wealth Advisors ownership in MO / Altria Group, Inc.

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 7,021 shares of Altria Group, Inc. (MX:MO) valued at $463,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,021 shares of Altria Group, Inc.. This represents a change in shares of 0.00% 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 COM 02209S103 7,021 0 0.00 463 14.60 0.0442
2026-02-13 2025-12-31 13F ALTRIA GROUP COM 02209S103 7,021 0 0.00 405 -12.74 0.0406
2025-11-14 2025-09-30 13F ALTRIA GROUP COM 02209S103 7,021 550 8.50 464 22.16 0.0473
2025-08-11 2025-06-30 13F ALTRIA GROUP COM 02209S103 6,471 1,760 37.36 379 34.40 0.0426
2025-05-15 2025-03-31 13F ALTRIA GROUP COM 02209S103 4,711 0 0.00 283 14.63 0.0343
2025-02-13 2024-12-31 13F ALTRIA GROUP COM 02209S103 4,711 0 0.00 246 2.50 0.0299
2024-11-14 2024-09-30 13F ALTRIA GROUP COM 02209S103 4,711 -6,000 -56.02 240 -50.72 0.0287
2024-07-16 2024-06-30 13F ALTRIA GROUP COM 02209S103 10,711 -3,968 -27.03 488 -23.91 0.0552
2024-04-25 2024-03-31 13F ALTRIA GROUP COM 02209S103 14,679 289 2.01 640 10.34 0.0734
2024-01-30 2023-12-31 13F ALTRIA GROUP COM 02209S103 14,390 -1,218 -7.80 580 -11.59 0.0735
2023-11-13 2023-09-30 13F ALTRIA GROUP COM 02209S103 15,608 1,209 8.40 656 0.61 0.0911
2023-08-11 2023-06-30 13F ALTRIA GROUP COM 02209S103 14,399 100 0.70 652 2.19 0.0964
2023-05-11 2023-03-31 13F ALTRIA GROUP COM 02209S103 14,299 100 0.70 638 -1.69 0.0944
2023-02-14 2022-12-31 13F ALTRIA GROUP COM 02209S103 14,199 85 0.60 649 14.06 0.0999
2022-11-04 2022-09-30 13F ALTRIA GROUP INC COM COM 02209S103 14,114 102 0.73 569 -2.74 0.0861
2022-07-28 2022-06-30 13F ALTRIA GROUP INC COM COM 02209S103 14,012 0 0.00 585 -25.95 0.0851
2022-05-09 2022-03-31 13F ALTRIA GROUP INC COM COM 02209S103 14,012 159 1.15 790 20.43 0.1112
2022-02-11 2021-12-31 13F ALTRIA GROUP INC COM COM 02209S103 13,853 65 0.47 656 2.50 0.0934
2021-11-05 2021-09-30 13F Altria Group COM 02209S103 13,788 -107 -0.77 640 -5.04 0.0931
2021-08-10 2021-06-30 13F Altria Group COM 02209S103 13,895 59 0.43 674 -6.39 0.1001
2021-05-12 2021-03-31 13F Altria Group COM 02209S103 13,836 977 7.60 720 33.83 0.1164
2021-01-11 2020-12-31 13F Altria Group COM 02209S103 12,859 95 0.74 538 6.75 0.0902
2020-10-09 2020-09-30 13F Altria Group COM 02209S103 12,764 -1,802 -12.37 504 -13.55 0.0861
2020-07-07 2020-06-30 13F Altria Group COM 02209S103 14,566 -1,279 -8.07 583 -6.87 0.1067
2020-04-20 2020-03-31 13F Altria Group COM 02209S103 15,845 -3,054 -16.16 626 -34.72 0.1333
2020-01-27 2019-12-31 13F Altria Group COM 02209S103 18,899 1,689 9.81 959 33.57 0.1470
2019-10-09 2019-09-30 13F Altria Group COM 02209S103 17,210 68 0.40 718 -12.97 0.1240
2019-08-01 2019-06-30 13F Altria Group COM 02209S103 17,142 -291 -1.67 825 -18.72 0.1406
2019-04-25 2019-03-31 13F Altria Group COM 02209S103 17,433 -360 -2.02 1,015 13.66 0.1935
2019-01-14 2018-12-31 13F Altria Group COM 02209S103 17,793 -311 -1.72 893 -99.92 0.1575
2018-10-18 2018-09-30 13F Altria Group COM 02209S103 18,104 42 0.23 1,106,336 106,483.43 0.1557
2018-07-13 2018-06-30 13F Altria Group COM 02209S103 18,062 328 1.85 1,038 -7.07 0.1628
2018-04-25 2018-03-31 13F Altria Group COM 02209S103 17,734 -283 -1.57 1,117 -13.94 0.1918
2018-01-19 2017-12-31 13F Altria Group COM 02209S103 18,017 3,471 23.86 1,298 39.27 0.2249
2017-10-27 2017-09-30 13F Altria Group COM 02209S103 14,546 186 1.30 932 -13.54 0.2100
2017-08-07 2017-06-30 13F Altria Group COM 02209S103 14,360 155 1.09 1,078 5.89 0.2499
2017-04-20 2017-03-31 13F Altria Group COM 02209S103 14,205 -260 -1.80 1,018 -1.36 0.2329
2017-02-14 2016-12-31 13F Altria Group COM 02209S103 14,465 1,858 14.74 1,032 30.63 0.2520
2016-11-08 2016-09-30 13F Altria Group COM 02209S103 12,607 1,484 13.34 790 3.00 0.2533
2016-08-01 2016-06-30 13F Altria Group COM 02209S103 11,123 199 1.82 767 11.97 0.2566
2016-06-16 2016-03-31 13F/A-1 Altria Group COM 02209S103 10,924 3,539 47.92 685 59.30 0.2664
2016-05-11 2016-03-31 13F Altria Group COM 02209S103 10,924 685
2016-03-16 2015-12-31 13F ALTRIA GROUP COM 02209S103 7,385 7,385 430 0.1892
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.