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Hirtle Callaghan & Co’s Altria Group MO Stock Holding History

Hirtle Callaghan & Co’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
Q2 		$17.2M Buy
238,688
+20,058
+9% +$1.4M 0.56% 19
2026
Q1 		$14.4M Sell
218,630
-46
-0% -$2.96K 0.49% 24
2025
Q4 		$12.6M Buy
218,676
+46
+0% +$2.78K 0.43% 23
2025
Q3 		$14.4M Hold
218,630
– – 0.51% 22
2025
Q2 		$12.8M Sell
218,630
-1
-0% -$59 0.49% 24
2025
Q1 		$13.1M Buy
218,631
+1
+0% +$55 0.51% 22
2024
Q4 		$11.4M Hold
218,630
– – 0.48% 29
2024
Q3 		$11.2M Buy
+218,630
New +$11.1M 0.45% 29
2018
Q4 		– Sell
-6,860
Closed -$419K – 112
2018
Q3 		$419K Hold
6,860
– – 0.04% 66
2018
Q2 		$394K Buy
+6,860
New +$396K 0.04% 70
2017
Q4 		– Sell
-328
Closed -$21K – 200
2017
Q3 		$21K Hold
328
– – ﹤0.01% 151
2017
Q2 		$24K Sell
328
-82
-20% -$6K ﹤0.01% 122
2017
Q1 		$30K Sell
410
-539
-57% -$39K ﹤0.01% 120
2016
Q4 		$65K Buy
949
+256
+37% +$16.5K 0.01% 55
2016
Q3 		$44K Hold
693
– – 0.01% 143
2016
Q2 		$48K Sell
693
-2,800
-80% -$179K 0.01% 119
2016
Q1 		$218K Sell
3,493
-232
-6% -$14K 0.04% 86
2015
Q4 		$218K Sell
3,725
-175
-4% -$10.1K 0.05% 50
2015
Q3 		$212K Hold
3,900
– – 0.04% 69
2015
Q2 		$191K Buy
+3,900
New +$198K 0.06% 86
2015
Q1 		– Sell
-880,208
Closed -$43.8M – 239
2014
Q4 		$43.8M Buy
880,208
+1,359
+0.2% +$66.2K 10.15% 2
2014
Q3 		$40.8M Sell
878,849
-1,000
-0.1% -$42.8K 6.77% 4
2014
Q2 		$37.3M Hold
879,849
– – 5.18% 3
2014
Q1 		$33.3M Sell
879,849
-3,400
-0.4% -$124K 5.51% 3
2013
Q4 		$34.3M Hold
883,249
– – 4.6% 3
2013
Q3 		$30.8M Buy
883,249
+882,499
+117,667% +$31.1M 4.97% 4
2013
Q2 		$27K Buy
+750
New +$26.9K 0.31% 40

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Hirtle Callaghan & Co's MO Position: Q2 2026 in Review

Hirtle Callaghan & Co increased its Altria Group (MO) stake by 9.2% in Q2 2026, buying an estimated $1.4M and bringing the position to 238,688 shares worth $17.2M. The position accounts for 0.56% of the portfolio, ranked #19.

Hirtle Callaghan & Co first reported a position in MO in Q2 2013 and has held it in 27 quarters since. The position peaked at $43.8M in Q4 2014. 2,564 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Hirtle Callaghan & Co held 238,688 shares of Altria Group worth $17.2M as of Q2 2026.
  • Hirtle Callaghan & Co bought 20,058 Altria Group shares in Q2 2026, an estimated $1.4M.
  • Altria Group made up 0.56% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #19 holding.
  • Hirtle Callaghan & Co first reported a position in Altria Group in Q2 2013 and has held it in 27 quarters since.
  • Hirtle Callaghan & Co's Altria Group position peaked at $43.8M in Q4 2014.
  • 2,564 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.