Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership3,501 shares
Latest Disclosed Value $ 231,031
Acima Private Wealth, Llc ownership in MO / Altria Group, Inc.

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 3,501 shares of Altria Group, Inc. (MX:MO) valued at $231,031 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,501 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)
2026-04-06 2026-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,501 0 0.00 231 14.93 0.0725
2026-01-15 2025-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,501 0 0.00 202 -12.99 0.0626
2025-11-10 2025-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,501 49 1.42 231 14.36 0.0724
2025-07-24 2025-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 202 -2.42 0.0690
2025-05-09 2025-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 207 15.00 0.0744
2025-02-05 2024-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 181 2.27 0.0608
2024-11-12 2024-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 176 12.10 0.0591
2024-07-30 2024-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 157 4.67 0.0578
2024-05-14 2024-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 151 7.91 0.0555
2024-02-29 2023-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 139 -4.14 0.0544
2024-02-29 2023-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 145 -7.05 0.0646
2024-02-29 2023-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 156 1.30 0.0748
2024-02-29 2023-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 154 -1.91 0.0756
2024-02-29 2022-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 158 12.95 0.0809
2024-02-29 2022-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 139 -3.47 0.0716
2024-02-29 2022-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 144 -20.00 0.0720
2022-05-02 2022-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 180 9.76 0.0831
2022-03-10 2021-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 164 4.46 0.0706
2021-11-09 2021-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 157 -4.85 0.0722
2021-08-13 2021-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 165 -6.78 0.0757
2021-05-14 2021-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 177 24.65 0.0870
2021-05-14 2020-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 0 0.00 142 6.77 0.0735
2021-05-14 2020-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 3,452 -1,018 -22.77 133 -24.00 0.0802
2021-05-14 2020-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 4,470 -54 -1.19 175 0.00 0.1130
2020-05-01 2020-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 4,524 -568 -11.15 175 -31.10 0.1348
2020-01-24 2019-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 5,092 0 0.00 254 22.12 0.1755
2019-10-30 2019-09-30 13F ALTRIA GROUP INC COM Stock 02209S103 5,092 23 0.45 208 -13.33 0.1590
2019-07-23 2019-06-30 13F ALTRIA GROUP INC COM Stock 02209S103 5,069 97 1.95 240 -16.08 0.1893
2019-05-06 2019-03-31 13F ALTRIA GROUP INC COM Stock 02209S103 4,972 846 20.50 286 40.20 0.2447
2019-02-07 2018-12-31 13F ALTRIA GROUP INC COM Stock 02209S103 4,126 4,126 204 0.1998
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.