MO ALTRIA GROUP INC Common Stock

Ownership history in Hirtle Callaghan & Co LLC  ·  51 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported ALTRIA GROUP INC Common Stock (MO) in 51 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.51% in 2025 Q1. The latest visible filing shows MO at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle Callaghan & Co LLC's position in ALTRIA GROUP INC Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MO was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hirtle Callaghan & Co LLC held MO — position size vs. price
% of Fund (quarterly)    MO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 218,676 +46 +0.0% 0.43% $12.6M 2026-02-14 (Est.) $66.14
2025 Q3 UNCHANGED 218,630 0% 0.51% $14.4M 2025-11-13 $55.84
2025 Q2 REDUCED 218,630 -1 -0.0% 0.49% $12.8M 2025-08-14 $62.30
2025 Q1 ADDED 218,631 +1 +0.0% 0.51% $13.1M 2025-05-12 $53.21
2024 Q4 UNCHANGED 218,630 0% 0.48% $11.4M 2025-02-11 $49.42
2024 Q3 ADDED 218,630 +211,770 +3087.0% 0.45% $11.2M 2024-11-13 $49.74
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hirtle Callaghan & Co LLC and MO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hirtle Callaghan & Co LLC reported owning MO?

Hirtle Callaghan & Co LLC reported MO across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MO position in Hirtle Callaghan & Co LLC's portfolio?

The largest reported portfolio weight for MO was 0.51% in 2025 Q1.

What is the latest reported MO position on this page?

The most recent filing on this page is 2025 Q4, when Hirtle Callaghan & Co LLC reported 218,676 shares, equal to 0.43% of portfolio, with an estimated market value of $12.6M.

What does the chart on this MO ownership page compare?

The chart compares Hirtle Callaghan & Co LLC's quarterly MO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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