Choate Investment Advisors

Position in MO — Altria Group, Inc.

CIK 1399794 BOSTON, MA

Position in MO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$793,824

+$65,757 QoQ

Shares Held

11,033

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,190

of 2,535 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Defensive · as of Jun 30, 2026

Choate Investment Advisors holds $1,812,477 across 3 Tobacco names. MO ranks #2 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	4,399	$795,823
2	MO	Altria Group, Inc. This page	11,033	$793,824
3	BTI	British American Tobacco p.l.c.	3,608	$222,830

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$793,824	11,033	0.0%	Shares	Sole	2026-08-11
2026-03-31	$728,067	11,033	+15.7%	Shares	Sole	2026-05-13
2025-12-31	$549,961	9,538	-0.1%	Shares	Sole	2026-02-09
2025-09-30	$630,608	9,546	+3.1%	Shares	Sole	2025-11-10
2025-06-30	$543,031	9,262	+10.4%	Shares	Sole	2025-08-12
2025-03-31	$503,747	8,393	-32.3%	Shares	Sole	2025-05-14
2024-12-31	$647,820	12,389	+64.7%	Shares	Sole	2025-02-10
2024-09-30	$383,820	7,520	+3.8%	Shares	Sole	2024-11-13
2024-06-30	$330,100	7,247	-24.9%	Shares	Sole	2024-08-08
2024-03-31	$420,758	9,646	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$383,431	9,505	-8.1%	Shares	Sole	2024-02-14
2023-09-30	$434,754	10,339	+11.0%	Shares	Sole	2023-10-30
2023-06-30	$421,833	9,312	+28.0%	Shares	Sole	2023-08-01
2023-03-31	$324,521	7,273	+12.7%	Shares	Sole	2023-05-15
2022-12-31	$294,966	6,453	-4.1%	Shares	Sole	2023-02-14
2021-03-31	$344,204	6,728	-7.2%	Shares	Sole	2021-05-07
2020-12-31	$297,209	7,249	-1.8%	Shares	Sole	2021-02-08
2020-09-30	$285,279	7,383	-4.3%	Shares	Sole	2020-10-26
2020-06-30	$302,853	7,716	-12.3%	Shares	Sole	2020-07-23
2020-03-31	$340,141	8,796	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.