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Chilton Investment Company’s Altria Group MO Stock Holding History

Chilton Investment Company’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
Q4 		– Sell
-3,267
Closed -$216K – 293
2025
Q3 		$216K Buy
+3,267
New +$207K ﹤0.01% 266
2019
Q2 		– Sell
-9,564
Closed -$549K – 115
2019
Q1 		$549K Sell
9,564
-1,083
-10% -$55.4K 0.02% 97
2018
Q4 		$526K Sell
10,647
-208
-2% -$12.1K 0.02% 106
2018
Q3 		$655K Buy
10,855
+2,989
+38% +$177K 0.02% 102
2018
Q2 		$447K Hold
7,866
– – 0.02% 116
2018
Q1 		$490K Sell
7,866
-2,790
-26% -$185K 0.02% 115
2017
Q4 		$761K Hold
10,656
– – 0.03% 93
2017
Q3 		$676K Hold
10,656
– – 0.03% 104
2017
Q2 		$794K Buy
10,656
+256
+2% +$18.7K 0.03% 103
2017
Q1 		$743K Buy
10,400
+930
+10% +$67.3K 0.03% 99
2016
Q4 		$640K Hold
9,470
– – 0.03% 97
2016
Q3 		$599K Buy
9,470
+1,700
+22% +$113K 0.02% 98
2016
Q2 		$536K Hold
7,770
– – 0.02% 104
2016
Q1 		$487K Sell
7,770
-1,000
-11% -$60.5K 0.02% 102
2015
Q4 		$511K Hold
8,770
– – 0.02% 105
2015
Q3 		$477K Hold
8,770
– – 0.02% 133
2015
Q2 		$429K Hold
8,770
– – 0.02% 132
2015
Q1 		$439K Sell
8,770
-10,375
-54% -$551K 0.02% 123
2014
Q4 		$943K Buy
19,145
+7,770
+68% +$379K 0.03% 121
2014
Q3 		$523K Buy
+11,375
New +$487K 0.02% 139

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chilton Investment Company's MO Position: Q4 2025 in Review

Chilton Investment Company sold out of Altria Group (MO) in Q4 2025, closing a stake of 3,267 shares — an estimated $216K sold.

Chilton Investment Company first reported a position in MO in Q3 2014 and held it in 20 quarters. The position peaked at $943K in Q4 2014. 2,389 funds tracked by Wall St. Rank hold MO as of Q4 2025.

  • Chilton Investment Company reported no remaining Altria Group position as of Q4 2025 after selling out during the quarter.
  • Chilton Investment Company sold 3,267 Altria Group shares in Q4 2025, an estimated $216K.
  • Chilton Investment Company first reported a position in Altria Group in Q3 2014 and held it in 20 quarters.
  • Chilton Investment Company's Altria Group position peaked at $943K in Q4 2014.
  • 2,389 funds tracked by Wall St. Rank held Altria Group as of Q4 2025.

Based on Chilton Investment Company's 13F filing for Q4 2025, filed 17 Feb 2026.