Financial Engines Advisors
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Financial Engines Advisors’s Philip Morris PM Stock Holding History

Financial Engines Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$806K Buy
4,455
+4
+0.1% +$694 ﹤0.01% 340
2026
Q1 		$736K Buy
4,451
+1,277
+40% +$222K ﹤0.01% 341
2025
Q4 		$509K Sell
3,174
-2,338
-42% -$362K ﹤0.01% 394
2025
Q3 		$894K Buy
5,512
+420
+8% +$70.7K ﹤0.01% 317
2025
Q2 		$927K Buy
5,092
+3,223
+172% +$553K ﹤0.01% 302
2025
Q1 		$297K Sell
1,869
-552
-23% -$78.2K ﹤0.01% 377
2024
Q4 		$291K Sell
2,421
-483
-17% -$60.9K ﹤0.01% 389
2024
Q3 		$356K Buy
+2,904
New +$337K ﹤0.01% 314
2024
Q1 		– Sell
-2,223
Closed -$212K – 350
2023
Q4 		$212K Buy
+2,223
New +$205K ﹤0.01% 302
2023
Q3 		– Sell
-2,104
Closed -$208K – 294
2023
Q2 		$208K Sell
2,104
-605
-22% -$57.8K ﹤0.01% 277
2023
Q1 		$266K Buy
+2,709
New +$270K ﹤0.01% 257
2021
Q4 		– Sell
-2,724
Closed -$261K – 299
2021
Q3 		$261K Sell
2,724
-83
-3% -$8.35K ﹤0.01% 234
2021
Q2 		$282K Sell
2,807
-413
-13% -$39.6K ﹤0.01% 185
2021
Q1 		$290K Sell
3,220
-776
-19% -$65.9K ﹤0.01% 211
2020
Q4 		$336K Buy
3,996
+938
+31% +$73K ﹤0.01% 193
2020
Q3 		$233K Sell
3,058
-293
-9% -$22.6K ﹤0.01% 213
2020
Q2 		$239K Buy
+3,351
New +$244K ﹤0.01% 179
2018
Q1 		– Sell
-200
Closed -$21K – 204
2017
Q4 		$21K Sell
200
-1,003
-83% -$107K ﹤0.01% 91
2017
Q3 		$134K Buy
1,203
+962
+399% +$112K ﹤0.01% 67
2017
Q2 		$28K Buy
+241
New +$27.9K ﹤0.01% 63

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Financial Engines Advisors increased its Philip Morris (PM) stake by 0.09% in Q2 2026, buying an estimated $694 and bringing the position to 4,455 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Financial Engines Advisors first reported a position in PM in Q2 2017 and has held it in 20 quarters since. The position peaked at $927K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Financial Engines Advisors held 4,455 shares of Philip Morris worth $806K as of Q2 2026.
  • Financial Engines Advisors bought 4 Philip Morris shares in Q2 2026, an estimated $694.
  • Philip Morris made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #340 holding.
  • Financial Engines Advisors first reported a position in Philip Morris in Q2 2017 and has held it in 20 quarters since.
  • Financial Engines Advisors's Philip Morris position peaked at $927K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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