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Callan Capital’s Altria Group MO Stock Holding History

Callan Capital’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$773K Buy
12,881
+976
+8% +$53.3K 0.06% 149
2024
Q4 		$623K Buy
11,905
+2,399
+25% +$128K 0.05% 148
2024
Q3 		$485K Buy
9,506
+851
+10% +$43K 0.03% 178
2024
Q2 		$394K Buy
8,655
+1,652
+24% +$73.3K 0.03% 192
2024
Q1 		$305K Buy
7,003
+1,748
+33% +$72.5K 0.03% 203
2023
Q4 		$212K Buy
+5,255
New +$217K 0.02% 210

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Capital's MO Position: Q1 2025 in Review

Callan Capital increased its Altria Group (MO) stake by 8.2% in Q1 2025, buying an estimated $53.3K and bringing the position to 12,881 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #149.

Callan Capital first reported a position in MO in Q4 2023 and has held it in 6 quarters since. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Callan Capital held 12,881 shares of Altria Group worth $773K as of Q1 2025.
  • Callan Capital bought 976 Altria Group shares in Q1 2025, an estimated $53.3K.
  • Altria Group made up 0.06% of Callan Capital's portfolio in Q1 2025, its #149 holding.
  • Callan Capital first reported a position in Altria Group in Q4 2023 and has held it in 6 quarters since.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.