Altria Group, Inc.
US ˙ NYSE ˙ US02209S1033

SecurityMO / Altria Group, Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership130,297 shares
Latest Disclosed Value $ 8,598,302
Sequoia Financial Advisors, LLC reports 9.63% increase in ownership of MO / Altria Group, Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 130,297 shares of Altria Group, Inc. (US:MO) valued at $8,598,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 118,851 shares of Altria Group, Inc.. This represents a change in shares of 9.63% during the quarter. The current value of the position is $9,406,140 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)
2026-04-30 2026-03-31 13F ALTRIA GROUP COM 02209S103 130,297 11,446 9.63 8,598 25.48 0.0481
2026-02-03 2025-12-31 13F ALTRIA GROUP COM 02209S103 118,851 4,000 3.48 6,853 -9.69 0.0382
2025-10-29 2025-09-30 13F ALTRIA GROUP COM 02209S103 114,851 29,001 33.78 7,587 50.75 0.0461
2025-07-25 2025-06-30 13F ALTRIA GROUP COM 02209S103 85,850 11,430 15.36 5,033 12.70 0.0345
2025-04-23 2025-03-31 13F ALTRIA GROUP COM 02209S103 74,420 -1,300 -1.72 4,467 12.81 0.0345
2025-08-08 2024-12-31 13F/A-1 ALTRIA GROUP COM 02209S103 75,720 33,457 79.16 3,959 83.54 0.0381
2025-02-07 2024-12-31 13F ALTRIA GROUP COM 02209S103 75,720 33,457 3,959 0.0383
2024-10-21 2024-09-30 13F ALTRIA GROUP COM 02209S103 42,263 4,032 10.55 2,157 23.89 0.0231
2024-07-15 2024-06-30 13F ALTRIA GROUP COM 02209S103 38,231 6,068 18.87 1,741 24.18 0.0210
2024-04-30 2024-03-31 13F ALTRIA GROUP COM 02209S103 32,163 -1,431 -4.26 1,403 3.47 0.0174
2024-01-26 2023-12-31 13F ALTRIA GROUP COM 02209S103 33,594 9,552 39.73 1,355 34.03 0.0168
2023-11-08 2023-09-30 13F ALTRIA GROUP COM 02209S103 24,042 -1,061 -4.23 1,011 -11.08 0.0177
2023-08-08 2023-06-30 13F ALTRIA GROUP COM 02209S103 25,103 1,082 4.50 1,137 6.16 0.0195
2023-04-25 2023-03-31 13F ALTRIA GROUP COM 02209S103 24,021 -9 -0.04 1,072 -2.46 0.0238
2023-02-10 2022-12-31 13F/A-1 ALTRIA GROUP COM 02209S103 24,030 8,845 58.25 1,098 79.12 0.0270
2023-01-18 2022-12-31 13F ALTRIA GROUP COM 02209S103 25,047 9,862 1,145 0.0258
2022-10-26 2022-09-30 13F ALTRIA GROUP COM 02209S103 15,185 350 2.36 613 -1.13 0.0193
2022-07-22 2022-06-30 13F ALTRIA GROUP COM 02209S103 14,835 -3,812 -20.44 620 -36.34 0.0175
2022-05-13 2022-03-31 13F ALTRIA GROUP COM 02209S103 18,647 929 5.24 974 15.95 0.0243
2022-02-22 2021-12-31 13F/A-1 ALTRIA GROUP COM 02209S103 17,718 17,718 840 0.0229
2022-02-11 2021-12-31 13F ALTRIA GROUP COM 02209S103 17,718 17,718 840 0.0154
2021-10-26 2021-09-30 13F ALTRIA GROUP COM 02209S103 0 -16,176 -100.00 0 -100.00
2021-07-27 2021-06-30 13F ALTRIA GROUP COM 02209S103 16,176 4,494 38.47 771 28.93 0.0281
2021-05-14 2021-03-31 13F ALTRIA GROUP COM 02209S103 11,682 1,086 10.25 598 37.79 0.0250
2021-02-12 2020-12-31 13F ALTRIA GROUP COM 02209S103 10,596 -684 -6.06 434 -0.46 0.0198
2020-10-23 2020-09-30 13F ALTRIA GROUP COM 02209S103 11,280 365 3.34 436 1.87 0.0230
2020-08-25 2020-06-30 13F/A-1 ALTRIA GROUP COM 02209S103 10,915 -5,287 -32.63 428 -31.74 0.0253
2020-08-11 2020-06-30 13F ALTRIA GROUP COM 02209S103 0 -16,202 428 25,343.0039
2020-05-11 2020-03-31 13F ALTRIA GROUP COM 02209S103 16,202 747 4.83 627 -18.68 0.0463
2020-02-13 2019-12-31 13F ALTRIA GROUP COM 02209S103 15,455 -2,513 -13.99 771 4.90 0.0490
2019-10-22 2019-09-30 13F ALTRIA GROUP COM 02209S103 17,968 -1,467 -7.55 735 -20.11 0.0532
2019-07-31 2019-06-30 13F ALTRIA GROUP COM 02209S103 19,435 -1,772 -8.36 920 -24.47 0.0684
2019-05-13 2019-03-31 13F ALTRIA GROUP COM 02209S103 21,207 13,863 188.77 1,218 235.54 0.1000
2019-02-14 2018-12-31 13F ALTRIA GROUP COM 02209S103 7,344 -953 -11.49 363 -27.40 0.0420
2018-11-14 2018-09-30 13F ALTRIA GROUP COM 02209S103 8,297 10 0.12 500 6.16 0.0497
2018-08-13 2018-06-30 13F ALTRIA GROUP COM 02209S103 8,287 -166 -1.96 471 -10.63 0.0502
2018-05-14 2018-03-31 13F ALTRIA GROUP COM 02209S103 8,453 -294 -3.36 527 -15.68 0.0554
2018-02-13 2017-12-31 13F ALTRIA GROUP COM 02209S103 8,747 1,182 15.62 625 30.21 0.0658
2017-11-13 2017-09-30 13F ALTRIA GROUP COM 02209S103 7,565 -490 -6.08 480 -20.00 0.0568
2017-08-09 2017-06-30 13F ALTRIA GROUP COM 02209S103 8,055 1,396 20.96 600 26.05 0.0743
2017-05-01 2017-03-31 13F ALTRIA GROUP COM 02209S103 6,659 1,791 36.79 476 44.68 0.0606
2017-02-14 2016-12-31 13F ALTRIA GROUP COM 02209S103 4,868 -49 -1.00 329 5.79 0.0470
2016-11-14 2016-09-30 13F ALTRIA GROUP COM 02209S103 4,917 -265 -5.11 311 -12.89 0.0580
2016-07-29 2016-06-30 13F ALTRIA GROUP COM 02209S103 5,182 1,403 37.13 357 50.63 0.1001
2016-07-29 2016-03-31 13F/A-1 ALTRIA GROUP COM 02209S103 3,779 19 0.51 237 8.22 0.0766
2016-06-09 2016-03-31 13F ALTRIA GROUP COM 02209S103 237 3,779
2016-03-11 2015-12-31 13F/A-1 ALTRIA GROUP COM 02209S103 3,760 3,760 219 0.0883
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.