Altria Group, Inc.
US ˙ NYSE ˙ US02209S1033

SecurityMO / Altria Group, Inc.
InstitutionSumitomo Life Insurance Co
Latest Disclosed Ownership19,134 shares
Latest Disclosed Value $ 1,262,653
Sumitomo Life Insurance Co reports 2.82% increase in ownership of MO / Altria Group, Inc.

On May 12, 2026 - Sumitomo Life Insurance Co filed a 13F-HR form disclosing ownership of 19,134 shares of Altria Group, Inc. (US:MO) valued at $1,262,653 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 18,610 shares of Altria Group, Inc.. This represents a change in shares of 2.82% during the quarter. The current value of the position is $1,381,283 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)
2026-05-12 2026-03-31 13F ALTRIA GROUP INC COM Common 02209S103 19,134 524 2.82 1,263 17.61 0.0297
2026-02-13 2025-12-31 13F ALTRIA GROUP INC COM Common 02209S103 18,610 121 0.65 1,073 -12.12 0.0294
2025-11-12 2025-09-30 13F ALTRIA GROUP INC COM Common 02209S103 18,489 -557 -2.92 1,221 9.41 0.0379
2025-08-05 2025-06-30 13F ALTRIA GROUP INC COM Common 02209S103 19,046 -1,372 -6.72 1,117 -8.90 0.0757
2025-05-02 2025-03-31 13F ALTRIA GROUP INC COM Common 02209S103 20,418 -21 -0.10 1,225 14.70 0.0438
2025-01-23 2024-12-31 13F ALTRIA GROUP INC COM Common 02209S103 20,439 -620 -2.94 1,069 -0.56 0.0202
2024-10-16 2024-09-30 13F ALTRIA GROUP INC COM Common 02209S103 21,059 574 2.80 1,075 15.11 0.0211
2024-07-19 2024-06-30 13F ALTRIA GROUP INC COM Common 02209S103 20,485 -2,583 -11.20 933 -7.26 0.0216
2024-04-26 2024-03-31 13F ALTRIA GROUP INC COM Common 02209S103 23,068 -1,015 -4.21 1,006 3.60 0.0261
2024-01-30 2023-12-31 13F ALTRIA GROUP INC COM Common 02209S103 24,083 -1,153 -4.57 972 -8.48 0.0302
2023-10-23 2023-09-30 13F ALTRIA GROUP INC COM Common 02209S103 25,236 -379 -1.48 1,061 -8.53 0.0299
2023-07-20 2023-06-30 13F ALTRIA GROUP INC COM Common 02209S103 25,615 -2,366 -8.46 1,160 115,900.00 0.0510
2023-04-27 2023-03-31 13F ALTRIA GROUP INC COM Common 02209S103 27,981 -289 -1.02 1 0.00 0.1051
2023-01-18 2022-12-31 13F ALTRIA GROUP INC COM Common 02209S103 28,270 -501 -1.74 1 -99.91 0.0953
2022-10-31 2022-09-30 13F ALTRIA GROUP INC COM Common 02209S103 28,771 -3,265 -10.19 1,162 -13.15 0.0492
2022-07-22 2022-06-30 13F ALTRIA GROUP INC COM Common 02209S103 32,036 629 2.00 1,338 -18.46 0.0374
2022-04-27 2022-03-31 13F ALTRIA GROUP INC COM Common 02209S103 31,407 -550 -1.72 1,641 8.39 0.0406
2022-02-04 2021-12-31 13F ALTRIA GROUP INC COM Common 02209S103 31,957 -989 -3.00 1,514 0.93 0.0360
2021-10-25 2021-09-30 13F ALTRIA GROUP INC COM Common 02209S103 32,946 -1,388 -4.04 1,500 -8.37 0.0401
2021-07-20 2021-06-30 13F ALTRIA GROUP INC COM Common 02209S103 34,334 -5,431 -13.66 1,637 -19.52 0.0521
2021-04-27 2021-03-31 13F ALTRIA GROUP INC COM Common 02209S103 39,765 -3,639 -8.38 2,034 14.27 0.0818
2021-02-05 2020-12-31 13F ALTRIA GROUP INC COM Common 02209S103 43,404 -2,640 -5.73 1,780 0.06 0.0752
2020-10-29 2020-09-30 13F ALTRIA GROUP INC COM Common 02209S103 46,044 -2,405 -4.96 1,779 -6.47 0.0828
2020-07-22 2020-06-30 13F ALTRIA GROUP INC COM Common 02209S103 48,449 -4,080 -7.77 1,902 -6.35 0.1020
2020-05-01 2020-03-31 13F ALTRIA GROUP INC COM Common 02209S103 52,529 707 1.36 2,031 -21.46 0.1445
2020-01-24 2019-12-31 13F ALTRIA GROUP INC COM Common 02209S103 51,822 2,918 5.97 2,586 29.30 0.2930
2019-10-24 2019-09-30 13F ALTRIA GROUP INC COM Common 02209S103 48,904 -6,323 -11.45 2,000 -23.52 0.2602
2019-07-26 2019-06-30 13F ALTRIA GROUP INC COM Common 02209S103 55,227 -6,963 -11.20 2,615 -26.79 0.3086
2019-04-17 2019-03-31 13F ALTRIA GROUP INC COM Common 02209S103 62,190 -7,201 -10.38 3,572 4.23 0.4802
2019-01-24 2018-12-31 13F ALTRIA GROUP INC COM Common 02209S103 69,391 1,812 2.68 3,427 -15.92 0.4750
2018-10-18 2018-09-30 13F ALTRIA GROUP INC COM Common 02209S103 67,579 -1,151 -1.67 4,076 4.43 0.8086
2018-07-23 2018-06-30 13F ALTRIA GROUP INC COM Common 02209S103 68,730 2,772 4.20 3,903 -5.06 0.4787
2018-04-27 2018-03-31 13F ALTRIA GROUP INC COM Common 02209S103 65,958 -2,905 -4.22 4,111 -16.41 0.5435
2018-02-01 2017-12-31 13F ALTRIA GROUP INC COM Common 02209S103 68,863 -3,345 -4.63 4,918 7.40 0.6170
2017-10-17 2017-09-30 13F ALTRIA GROUP INC COM Common 02209S103 72,208 -12,904 -15.16 4,579 -27.75 0.5833
2017-07-27 2017-06-30 13F ALTRIA GROUP INC COM Common 02209S103 85,112 7,265 9.33 6,338 13.99 0.8267
2017-04-26 2017-03-31 13F ALTRIA GROUP INC COM Common 02209S103 77,847 -2,341 -2.92 5,560 2.55 0.7859
2017-01-27 2016-12-31 13F ALTRIA GROUP INC COM Common 02209S103 80,188 1,997 2.55 5,422 9.67 0.7731
2016-10-25 2016-09-30 13F ALTRIA GROUP INC COM Common 02209S103 78,191 -9,576 -10.91 4,944 -18.31 0.7336
2016-07-15 2016-06-30 13F ALTRIA GROUP INC COM Common 02209S103 87,767 -7,298 -7.68 6,052 1.59 0.8293
2016-04-26 2016-03-31 13F ALTRIA GROUP INC COM Common 02209S103 95,065 7,713 8.83 5,957 17.15 0.7748
2016-01-21 2015-12-31 13F ALTRIA GROUP INC COM Common 02209S103 87,352 -2,085 -2.33 5,085 4.52 0.6418
2015-10-22 2015-09-30 13F ALTRIA GROUP INC COM Common 02209S103 89,437 -13,761 -13.33 4,865 -3.61 0.6455
2015-07-29 2015-06-30 13F ALTRIA GROUP INC COM Common 02209S103 103,198 -12,769 -11.01 5,047 -13.00 0.6149
2015-04-30 2015-03-31 13F ALTRIA GROUP INC COM Common 02209S103 115,967 115,967 0.00 5,801 0.6398
2015-02-04 2014-12-31 13F ALTRIA GROUP INC COM Common 02209S103 0 -118,805 -100.00 0 -100.00
2014-11-04 2014-09-30 13F ALTRIA GROUP INC COM Common 02209S103 118,805 -3,256 -2.67 5,458 6.62 0.5337
2014-07-30 2014-06-30 13F ALTRIA GROUP INC COM Common 02209S103 122,061 636 0.52 5,119 12.63 0.4894
2014-05-02 2014-03-31 13F ALTRIA GROUP INC COM Common 02209S103 121,425 -10,253 -7.79 4,545 -10.09 0.4412
2014-02-07 2013-12-31 13F ALTRIA GROUP INC COM Common 02209S103 131,678 -7,298 -5.25 5,055 5.89 0.4550
2013-11-13 2013-09-30 13F ALTRIA GROUP INC COM Common 02209S103 138,976 -5,313 -3.68 4,774 -5.45 0.4450
2013-08-08 2013-06-30 13F ALTRIA GROUP INC COM Common 002209S10 144,289 144,289 5,049 0.4835
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.