626 Financial
WMT icon

626 Financial’s Walmart Inc WMT Stock Holding History

626 Financial’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.3M Sell
12,548
-162
-1% -$17.8K 0.5% 34
2026
Q2 		$1.44M Buy
12,710
+13
+0.1% +$1.61K 0.56% 31
2026
Q1 		$1.58M Sell
12,697
-294
-2% -$36.1K 0.7% 25
2025
Q4 		$1.45M Sell
12,991
-150
-1% -$16.1K 0.62% 26
2025
Q3 		$1.35M Buy
13,141
+9
+0.1% +$896 0.59% 30
2025
Q2 		$1.28M Buy
13,132
+16
+0.1% +$1.52K 0.6% 30
2025
Q1 		$1.15M Sell
13,116
-71
-0.5% -$6.66K 0.59% 31
2024
Q4 		$1.19M Buy
13,187
+379
+3% +$32.9K 0.64% 28
2024
Q3 		$1.03M Sell
12,808
-760
-6% -$55.8K 0.57% 32
2024
Q2 		$919K Sell
13,568
-98
-0.7% -$6.17K 0.53% 38
2024
Q1 		$822K Buy
13,666
+85
+0.6% +$4.86K 0.5% 40
2023
Q4 		$714K Sell
13,581
-2,163
-14% -$114K 0.47% 42
2023
Q3 		$839K Buy
15,744
+6
+0% +$319 0.57% 38
2023
Q2 		$824K Sell
15,738
-1,401
-8% -$70.7K 0.53% 37
2023
Q1 		$842K Sell
17,139
-2,313
-12% -$110K 0.56% 38
2022
Q4 		$919K Sell
19,452
-1,026
-5% -$48.7K 0.64% 38
2022
Q3 		$885K Sell
20,478
-414
-2% -$18.1K 0.72% 31
2022
Q2 		$850K Sell
20,892
-2,790
-12% -$129K 0.64% 34
2022
Q1 		$1.18M Buy
23,682
+366
+2% +$17.2K 0.75% 26
2021
Q4 		$1.12M Buy
+23,316
New +$1.11M 0.69% 27
2021
Q1 		$1.18M Buy
+23,682
New +$1.1M 0.75% 26

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

626 Financial's WMT Position: Q3 2026 in Review

626 Financial reduced its Walmart Inc (WMT) stake by 1.3% in Q3 2026, selling an estimated $17.8K and leaving 12,548 shares worth $1.3M. The position accounts for 0.5% of the portfolio, ranked #34.

626 Financial first reported a position in WMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.58M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • 626 Financial held 12,548 shares of Walmart Inc worth $1.3M as of Q3 2026.
  • 626 Financial sold 162 Walmart Inc shares in Q3 2026, an estimated $17.8K.
  • Walmart Inc made up 0.5% of 626 Financial's portfolio in Q3 2026, its #34 holding.
  • 626 Financial first reported a position in Walmart Inc in Q1 2021 and has held it in 21 quarters since.
  • 626 Financial's Walmart Inc position peaked at $1.58M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on 626 Financial's 13F filing for Q3 2026, filed 4 Nov 2026.