Access Financial Services’s Walmart Inc WMT Stock Holding History

Access Financial Services’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 Q2	$592K	Buy	5,229 +311	+6%	+$38.6K	0.19%	63
2026 Q1	$611K	Sell	4,918 -529	-10%	-$64.9K	0.22%	62
2025 Q4	$607K	Sell	5,447 -300	-5%	-$32.2K	0.22%	68
2025 Q3	$592K	Buy	5,747 +6	+0.1%	+$597	0.21%	68
2025 Q2	$561K	Buy	5,741 +13	+0.2%	+$1.24K	0.21%	67
2025 Q1	$503K	Buy	5,728 +2,803	+96%	+$263K	0.2%	69
2024 Q4	$264K	Buy	+2,925	New	+$254K	0.12%	101

Other funds holding WMT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Access Financial Services's WMT Position: Q2 2026 in Review

Access Financial Services increased its Walmart Inc (WMT) stake by 6.3% in Q2 2026, buying an estimated $38.6K and bringing the position to 5,229 shares worth $592K. The position accounts for 0.19% of the portfolio, ranked #63.

Access Financial Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $611K in Q1 2026. 2,836 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Access Financial Services held 5,229 shares of Walmart Inc worth $592K as of Q2 2026.
Access Financial Services bought 311 Walmart Inc shares in Q2 2026, an estimated $38.6K.
Walmart Inc made up 0.19% of Access Financial Services's portfolio in Q2 2026, its #63 holding.
Access Financial Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Access Financial Services's Walmart Inc position peaked at $611K in Q1 2026.
2,836 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.