Altria Group, Inc.
US ˙ NYSE ˙ US02209S1033

SecurityMO / Altria Group, Inc.
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership4,046 shares
Latest Disclosed Value $ 266,925
Westside Investment Management, Inc. ownership in MO / Altria Group, Inc.

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 4,046 shares of Altria Group, Inc. (US:MO) valued at $266,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,046 shares of Altria Group, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $292,081 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)
2026-05-04 2026-03-31 13F ALTRIA GROUP COM 02209S103 4,046 0 0.00 267 14.16 0.0199
2026-01-23 2025-12-31 13F ALTRIA GROUP COM 02209S103 4,046 83 2.09 233 -10.73 0.0373
2025-11-04 2025-09-30 13F ALTRIA GROUP COM 02209S103 3,963 147 3.85 262 17.04 0.0418
2025-08-05 2025-06-30 13F ALTRIA GROUP COM 02209S103 3,816 166 4.55 224 1.83 0.0415
2025-04-25 2025-03-31 13F ALTRIA GROUP COM 02209S103 3,650 0 0.00 219 15.26 0.0467
2025-01-17 2024-12-31 13F ALTRIA GROUP COM 02209S103 3,650 0 0.00 191 2.15 0.0402
2024-11-20 2024-09-30 13F ALTRIA GROUP COM 02209S103 3,650 0 0.00 186 12.05 0.0397
2024-07-17 2024-06-30 13F ALTRIA GROUP COM 02209S103 3,650 0 0.00 166 4.40 0.0381
2024-04-19 2024-03-31 13F ALTRIA GROUP COM 02209S103 3,650 -600 -14.12 159 -7.02 0.0382
2024-01-12 2023-12-31 13F ALTRIA GROUP COM 02209S103 4,250 0 0.00 171 -3.93 0.0438
2023-11-15 2023-09-30 13F ALTRIA GROUP COM 02209S103 4,250 0 0.00 179 -7.29 0.0515
2023-07-14 2023-06-30 13F ALTRIA GROUP COM 02209S103 4,250 -300 -6.59 193 -5.42 0.0544
2023-05-17 2023-03-31 13F ALTRIA GROUP COM 02209S103 4,550 0 0.00 203 651.85 0.0597
2023-01-31 2022-12-31 13F ALTRIA GROUP COM 02209S103 4,550 -2,100 -31.58 28 -75.68 0.0678
2022-11-09 2022-09-30 13F ALTRIA GROUP COM 02209S103 6,650 2,100 46.15 112 296.43 0.2671
2022-07-15 2022-06-30 13F ALTRIA GROUP COM 02209S103 4,550 0 0.00 29 -9.68 0.0645
2022-04-25 2022-03-31 13F ALTRIA GROUP COM 02209S103 4,550 0 0.00 32 10.71 0.0696
2022-02-15 2021-12-31 13F ALTRIA GROUP COM 02209S103 4,550 0 0.00 29 3.70 0.0653
2021-10-27 2021-09-30 13F ALTRIA GROUP COM 02209S103 4,550 -100 -2.15 28 -3.57 0.0636
2021-07-28 2021-06-30 13F ALTRIA GROUP COM 02209S103 4,650 -1,000 -17.70 29 -6.67 0.0668
2021-04-14 2021-03-31 13F ALTRIA GROUP COM 02209S103 5,650 -1,000 -15.04 31 -47.37 0.0817
2021-01-15 2020-12-31 13F ALTRIA GROUP COM 02209S103 6,650 -95 -1.41 58 5.56 0.1580
2020-10-14 2020-09-30 13F ALTRIA GROUP COM 02209S103 6,745 -120 -1.75 54 -1.82 0.0247
2020-07-21 2020-06-30 13F ALTRIA GROUP COM 02209S103 6,865 200 3.00 55 27.91 0.0325
2020-04-16 2020-03-31 13F ALTRIA GROUP COM 02209S103 6,665 953 16.68 44 86.96 0.0297
2019-07-24 2019-06-30 13F ALTRIA GROUP COM 02209S103 5,712 500 9.59 23 -91.02 0.0509
2019-02-05 2018-12-31 13F ALTRIA GROUP COM 02209S103 5,212 871 20.06 257 -2.29 0.0941
2018-11-08 2018-09-30 13F ALTRIA GROUP COM 02209S103 4,341 170 4.08 262 12.45 0.0838
2018-08-13 2018-06-30 13F ALTRIA GROUP COM 02209S103 4,171 220 5.57 233 -2.51 0.0821
2018-04-16 2018-03-31 13F ALTRIA GROUP COM 02209S103 3,951 -200 -4.82 239 -17.87 0.1313
2018-02-15 2017-12-31 13F ALTRIA GROUP COM 02209S103 4,151 -489 -10.54 292 -1.02 0.1581
2017-11-13 2017-09-30 13F ALTRIA GROUP COM 02209S103 4,640 200 4.50 295 -10.09 0.1780
2017-09-14 2017-06-30 13F/A-1 ALTRIA GROUP COM 02209S103 4,440 -300 -6.33 327 -3.82 0.2135
2017-08-15 2017-06-30 13F ALTRIA GROUP COM 02209S103 4,440 -300 327
2017-05-11 2017-03-31 13F ALTRIA GROUP COM 02209S103 4,740 246 5.47 341 11.84 0.1628
2017-05-11 2016-12-31 13F ALTRIA GROUP COM 02209S103 4,494 4,494 304 0.2069
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.