Financial Engines Advisors’s Altria Group MO Stock Holding History

Financial Engines Advisors’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	$422K	Sell	5,861 -208	-3%	-$14.5K	﹤0.01%	438
2026 Q1	$400K	Buy	6,069 +543	+10%	+$34.9K	﹤0.01%	422
2025 Q4	$319K	Sell	5,526 -4,606	-45%	-$278K	﹤0.01%	457
2025 Q3	$669K	Buy	10,132 +4,357	+75%	+$276K	﹤0.01%	358
2025 Q2	$339K	Buy	+5,775	New	+$339K	﹤0.01%	428
2024 Q4	–	Sell	-3,919	Closed	-$204K	–	455
2024 Q3	$204K	Buy	+3,919	New	+$198K	﹤0.01%	366
2021 Q4	–	Sell	-4,628	Closed	-$214K	–	290
2021 Q3	$214K	Sell	4,628 -800	-15%	-$38.6K	﹤0.01%	259
2021 Q2	$263K	Sell	5,428 -804	-13%	-$39.5K	﹤0.01%	190
2021 Q1	$324K	Sell	6,232 -1,272	-17%	-$57K	﹤0.01%	199
2020 Q4	$314K	Buy	7,504 +487	+7%	+$19.6K	﹤0.01%	201
2020 Q3	$277K	Buy	7,017 +916	+15%	+$38.1K	﹤0.01%	198
2020 Q2	$244K	Buy	+6,101	New	+$238K	﹤0.01%	174

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors's MO Position: Q2 2026 in Review

Financial Engines Advisors reduced its Altria Group (MO) stake by 3.4% in Q2 2026, selling an estimated $14.5K and leaving 5,861 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Financial Engines Advisors first reported a position in MO in Q2 2020 and has held it in 12 quarters since. The position peaked at $669K in Q3 2025. 2,556 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Financial Engines Advisors held 5,861 shares of Altria Group worth $422K as of Q2 2026.
Financial Engines Advisors sold 208 Altria Group shares in Q2 2026, an estimated $14.5K.
Altria Group made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #438 holding.
Financial Engines Advisors first reported a position in Altria Group in Q2 2020 and has held it in 12 quarters since.
Financial Engines Advisors's Altria Group position peaked at $669K in Q3 2025.
2,556 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.