Affiance Financial’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Sell |
16,789
-1,733
| -9% | -$215K | 0.27% | 40 |
|
|
2026
Q1 | $2.3M | Hold |
18,522
| – | – | 0.37% | 34 |
|
|
2025
Q4 | $2.06M | Sell |
18,522
-1,835
| -9% | -$197K | 0.33% | 37 |
|
|
2025
Q3 | $2.1M | Buy |
20,357
+17,720
| +672% | +$1.76M | 0.38% | 33 |
|
|
2025
Q2 | $258K | Sell |
2,637
-180
| -6% | -$17.1K | 0.05% | 92 |
|
|
2025
Q1 | $247K | Hold |
2,817
| – | – | 0.06% | 92 |
|
|
2024
Q4 | $255K | Hold |
2,817
| – | – | 0.06% | 94 |
|
|
2024
Q3 | $227K | Buy |
+2,817
| New | +$207K | 0.06% | 95 |
|
|
2023
Q1 | – | Sell |
-1,857
| Closed | -$87.8K | – | 415 |
|
|
2022
Q4 | $87.8K | Buy |
+1,857
| New | +$88.2K | 0.04% | 138 |
|
|
2022
Q2 | – | Sell |
-4,557
| Closed | -$226K | – | 137 |
|
|
2022
Q1 | $226K | Hold |
4,557
| – | – | 0.11% | 89 |
|
|
2021
Q4 | $220K | Hold |
4,557
| – | – | 0.09% | 102 |
|
|
2021
Q3 | $212K | Sell |
4,557
-24
| -0.5% | -$1.16K | 0.09% | 108 |
|
|
2021
Q2 | $215K | Buy |
4,581
+24
| +0.5% | +$1.12K | 0.09% | 107 |
|
|
2021
Q1 | $206K | Hold |
4,557
| – | – | 0.09% | 106 |
|
|
2020
Q4 | $219K | Hold |
4,557
| – | – | 0.11% | 95 |
|
|
2020
Q3 | $213K | Buy |
+4,557
| New | +$203K | 0.12% | 93 |
|
|
2019
Q4 | – | Sell |
-9,702
| Closed | -$384K | – | 147 |
|
|
2019
Q3 | $384K | Hold |
9,702
| – | – | 0.23% | 65 |
|
|
2019
Q2 | $357K | Hold |
9,702
| – | – | 0.22% | 69 |
|
|
2019
Q1 | $315K | Hold |
9,702
| – | – | 0.2% | 73 |
|
|
2018
Q4 | $301K | Hold |
9,702
| – | – | 0.2% | 76 |
|
|
2018
Q3 | $304K | Hold |
9,702
| – | – | 0.2% | 71 |
|
|
2018
Q2 | $277K | Sell |
9,702
-672
| -6% | -$19.1K | 0.21% | 76 |
|
|
2018
Q1 | $308K | Hold |
10,374
| – | – | 0.27% | 63 |
|
|
2017
Q4 | $341K | Sell |
10,374
-450
| -4% | -$13.8K | 0.25% | 55 |
|
|
2017
Q3 | $282K | Hold |
10,824
| – | – | 0.23% | 63 |
|
|
2017
Q2 | $273K | Sell |
10,824
-285
| -3% | -$7.24K | 0.22% | 62 |
|
|
2017
Q1 | $267K | Hold |
11,109
| – | – | 0.21% | 65 |
|
|
2016
Q4 | $256K | Hold |
11,109
| – | – | 0.21% | 72 |
|
|
2016
Q3 | $267K | Hold |
11,109
| – | – | 0.22% | 70 |
|
|
2016
Q2 | $270K | Hold |
11,109
| – | – | 0.23% | 69 |
|
|
2016
Q1 | $254K | Hold |
11,109
| – | – | 0.24% | 74 |
|
|
2015
Q4 | $227K | Hold |
11,109
| – | – | 0.23% | 77 |
|
|
2015
Q3 | $240K | Hold |
11,109
| – | – | 0.3% | 71 |
|
|
2015
Q2 | $263K | Hold |
11,109
| – | – | 0.34% | 77 |
|
|
2015
Q1 | $305K | Hold |
11,109
| – | – | 0.46% | 63 |
|
|
2014
Q4 | $318K | Buy |
+11,109
| New | +$300K | 0.56% | 51 |
|
Other funds holding WMT
Affiance Financial's WMT Position: Q2 2026 in Review
Affiance Financial reduced its Walmart Inc (WMT) stake by 9.4% in Q2 2026, selling an estimated $215K and leaving 16,789 shares worth $1.9M. The position accounts for 0.27% of the portfolio, ranked #40.
Affiance Financial first reported a position in WMT in Q4 2014 and has held it in 36 quarters since. The position peaked at $2.3M in Q1 2026. 2,185 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Affiance Financial held 16,789 shares of Walmart Inc worth $1.9M as of Q2 2026.
- Affiance Financial sold 1,733 Walmart Inc shares in Q2 2026, an estimated $215K.
- Walmart Inc made up 0.27% of Affiance Financial's portfolio in Q2 2026, its #40 holding.
- Affiance Financial first reported a position in Walmart Inc in Q4 2014 and has held it in 36 quarters since.
- Affiance Financial's Walmart Inc position peaked at $2.3M in Q1 2026.
- 2,185 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.