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Callan Family Office’s Altria Group MO Stock Holding History

Callan Family Office’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
2026
Q1 		$2.61M Buy
39,486
+1,783
+5% +$115K 0.06% 295
2025
Q4 		$2.17M Buy
37,703
+11,781
+45% +$711K 0.05% 337
2025
Q3 		$1.71M Sell
25,922
-3,338
-11% -$211K 0.05% 284
2025
Q2 		$1.72M Buy
29,260
+19,755
+208% +$1.16M 0.05% 292
2025
Q1 		$570K Sell
9,505
-1,176
-11% -$64.2K 0.04% 300
2024
Q4 		$559K Buy
10,681
+6,560
+159% +$349K 0.04% 345
2024
Q3 		$210K Buy
+4,121
New +$208K 0.04% 179

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Callan Family Office's MO Position: Q1 2026 in Review

Callan Family Office increased its Altria Group (MO) stake by 4.7% in Q1 2026, buying an estimated $115K and bringing the position to 39,486 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #295.

Callan Family Office first reported a position in MO in Q3 2024 and has held it in 7 quarters since. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Callan Family Office held 39,486 shares of Altria Group worth $2.61M as of Q1 2026.
  • Callan Family Office bought 1,783 Altria Group shares in Q1 2026, an estimated $115K.
  • Altria Group made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #295 holding.
  • Callan Family Office first reported a position in Altria Group in Q3 2024 and has held it in 7 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.