Altria Group, Inc.
MX ˙ BMV ˙ US02209S1033
SecurityMX:MO / Altria Group, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership11,078 shares
Latest Disclosed Value $ 731,037
Evercore Wealth Management, LLC reports 16.42% decrease in ownership of MO / Altria Group, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,078 shares of Altria Group, Inc. (MX:MO) valued at $731,037 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,255 shares of Altria Group, Inc.. This represents a change in shares of -16.42% 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 11,078 -2,177 -16.42 731 -4.32 0.0115
2026-02-17 2025-12-31 13F ALTRIA GROUP COM 02209S103 13,255 57 0.43 764 -12.28 0.0112
2025-11-14 2025-09-30 13F ALTRIA GROUP COM 02209S103 13,198 411 3.21 872 16.29 0.0128
2025-08-14 2025-06-30 13F ALTRIA GROUP COM 02209S103 12,787 -79 -0.61 750 -2.98 0.0117
2025-05-15 2025-03-31 13F ALTRIA GROUP COM 02209S103 12,866 910 7.61 772 23.52 0.0124
2025-02-14 2024-12-31 13F ALTRIA GROUP COM 02209S103 11,956 2 0.02 625 2.46 0.0094
2024-11-14 2024-09-30 13F ALTRIA GROUP COM 02209S103 11,954 94 0.79 610 12.96 0.0092
2024-08-14 2024-06-30 13F ALTRIA GROUP COM 02209S103 11,860 -500 -4.05 540 0.19 0.0085
2024-05-15 2024-03-31 13F ALTRIA GROUP COM 02209S103 12,360 -175 -1.40 539 6.73 0.0085
2024-02-14 2023-12-31 13F ALTRIA GROUP COM 02209S103 12,535 138 1.11 506 -3.07 0.0085
2023-11-14 2023-09-30 13F ALTRIA GROUP COM 02209S103 12,397 -640 -4.91 521 -11.69 0.0098
2023-08-04 2023-06-30 13F ALTRIA GROUP COM 02209S103 13,037 -3,993 -23.45 591 -22.27 0.0108
2023-05-15 2023-03-31 13F ALTRIA GROUP COM 02209S103 17,030 1,262 8.00 760 5.42 0.0151
2023-02-14 2022-12-31 13F ALTRIA GROUP COM 02209S103 15,768 -222 -1.39 721 11.46 0.0151
2022-11-14 2022-09-30 13F ALTRIA GROUP COM 02209S103 15,990 0 0.00 646 -3.29 0.0146
2022-08-15 2022-06-30 13F ALTRIA GROUP COM 02209S103 15,990 -600 -3.62 668 -22.95 0.0141
2022-05-16 2022-03-31 13F ALTRIA GROUP COM 02209S103 16,590 -100 -0.60 867 9.61 0.0153
2022-02-14 2021-12-31 13F ALTRIA GROUP COM 02209S103 16,690 -1,500 -8.25 791 -4.47 0.0129
2021-11-15 2021-09-30 13F ALTRIA GROUP COM 02209S103 18,190 -4,860 -21.08 828 -24.66 0.0150
2021-08-16 2021-06-30 13F ALTRIA GROUP COM 02209S103 23,050 -89 -0.38 1,099 -7.18 0.0201
2021-05-17 2021-03-31 13F ALTRIA GROUP COM 02209S103 23,139 -93 -0.40 1,184 24.24 0.0235
2021-02-16 2020-12-31 13F ALTRIA GROUP COM 02209S103 23,232 640 2.83 953 9.16 0.0205
2020-11-16 2020-09-30 13F ALTRIA GROUP COM 02209S103 22,592 -148 -0.65 873 -2.13 0.0214
2020-08-13 2020-06-30 13F ALTRIA GROUP COM 02209S103 22,740 -3,900 -14.64 892 -13.40 0.0238
2020-05-14 2020-03-31 13F ALTRIA GROUP COM 02209S103 26,640 -2,259 -7.82 1,030 -28.62 0.0340
2020-02-13 2019-12-31 13F ALTRIA GROUP COM 02209S103 28,899 -651 -2.20 1,443 19.35 0.0389
2019-11-14 2019-09-30 13F ALTRIA GROUP COM 02209S103 29,550 -21,568 -42.19 1,209 -50.06 0.0355
2019-08-13 2019-06-30 13F ALTRIA GROUP COM 02209S103 51,118 8,964 21.26 2,421 0.00 0.0735
2019-05-14 2019-03-31 13F ALTRIA GROUP COM 02209S103 42,154 -7,032 -14.30 2,421 -0.37 0.0780
2019-02-13 2018-12-31 13F ALTRIA GROUP COM 02209S103 49,186 -1,560 -3.07 2,430 -20.59 0.0918
2018-11-13 2018-09-30 13F ALTRIA GROUP COM 02209S103 50,746 -13,029 -20.43 3,060 -15.49 0.0978
2018-08-14 2018-06-30 13F ALTRIA GROUP COM 02209S103 63,775 1,528 2.45 3,621 -6.65 0.1237
2018-05-14 2018-03-31 13F ALTRIA GROUP COM 02209S103 62,247 -1,465 -2.30 3,879 -14.75 0.1482
2018-02-13 2017-12-31 13F ALTRIA GROUP COM 02209S103 63,712 -100 -0.16 4,550 12.43 0.1692
2017-11-13 2017-09-30 13F ALTRIA GROUP COM 02209S103 63,812 1,216 1.94 4,047 -13.17 0.1576
2017-08-11 2017-06-30 13F ALTRIA GROUP COM 02209S103 62,596 -3,097 -4.71 4,661 -0.66 0.1800
2017-05-12 2017-03-31 13F ALTRIA GROUP COM 02209S103 65,693 696 1.07 4,692 6.76 0.1836
2017-02-08 2016-12-31 13F ALTRIA GROUP COM 02209S103 64,997 -1,932 -2.89 4,395 3.85 0.1821
2016-11-10 2016-09-30 13F ALTRIA GROUP COM 02209S103 66,929 19,351 40.67 4,232 28.99 0.1751
2016-09-20 2016-06-30 13F/A-1 ALTRIA GROUP COM 02209S103 47,578 1,144 2.46 3,281 12.79 0.1450
2016-08-01 2016-06-30 13F ALTRIA GROUP COM 02209S103 46,827 3,230
2016-05-02 2016-03-31 13F ALTRIA GROUP COM 02209S103 46,434 3,694 8.64 2,909 16.92 0.1285
2016-02-16 2015-12-31 13F ALTRIA GROUP COM 02209S103 42,740 6,292 17.26 2,488 25.59 0.1155
2015-11-16 2015-09-30 13F ALTRIA GROUP COM 02209S103 36,448 -42 -0.12 1,981 10.73 0.0946
2015-08-06 2015-06-30 13F ALTRIA GROUP COM 02209S103 36,490 1,287 3.66 1,789 1.65 0.0807
2015-05-06 2015-03-31 13F ALTRIA GROUP COM 02209S103 35,203 2,729 8.40 1,760 9.86 0.0808
2015-02-13 2014-12-31 13F ALTRIA GROUP COM 02209S103 32,474 -6,454 -16.58 1,602 -10.50 0.0799
2014-11-13 2014-09-30 13F ALTRIA GROUP COM 02209S103 38,928 1,190 3.15 1,790 13.15 0.0897
2014-08-14 2014-06-30 13F ALTRIA GROUP COM 02209S103 37,738 8,026 27.01 1,582 42.27 0.0816
2014-05-15 2014-03-31 13F ALTRIA GROUP COM 02209S103 29,712 -42,400 -58.80 1,112 -59.80 0.0624
2014-02-11 2013-12-31 13F ALTRIA GROUP COM 02209S103 72,112 40,303 126.70 2,766 153.30 0.1520
2013-11-13 2013-09-30 13F ALTRIA GROUP COM 02209S103 31,809 -173 -0.54 1,092 -2.33 0.0626
2013-08-14 2013-06-30 13F ALTRIA GROUP COM 02209S103 31,982 31,982 1,118 0.0633
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.