Affinity Wealth Management’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 | $927K | Sell |
8,181
-267
| -3% | -$33.1K | 0.12% | 48 |
|
|
2026
Q1 | $1.05M | Hold |
8,448
| – | – | 0.16% | 38 |
|
|
2025
Q4 | $941K | Buy |
8,448
+32
| +0.4% | +$3.44K | 0.13% | 46 |
|
|
2025
Q3 | $867K | Hold |
8,416
| – | – | 0.13% | 51 |
|
|
2025
Q2 | $823K | Hold |
8,416
| – | – | 0.13% | 49 |
|
|
2025
Q1 | $739K | Hold |
8,416
| – | – | 0.14% | 48 |
|
|
2024
Q4 | $760K | Sell |
8,416
-819
| -9% | -$71.1K | 0.13% | 52 |
|
|
2024
Q3 | $746K | Sell |
9,235
-54
| -0.6% | -$3.97K | 0.13% | 51 |
|
|
2024
Q2 | $629K | Sell |
9,289
-462
| -5% | -$29.1K | 0.11% | 51 |
|
|
2024
Q1 | $587K | Sell |
9,751
-329
| -3% | -$18.8K | 0.11% | 55 |
|
|
2023
Q4 | $530K | Hold |
10,080
| – | – | 0.11% | 57 |
|
|
2023
Q3 | $537K | Sell |
10,080
-1,500
| -13% | -$79.8K | 0.12% | 58 |
|
|
2023
Q2 | $607K | Buy |
11,580
+492
| +4% | +$24.8K | 0.14% | 59 |
|
|
2023
Q1 | $545K | Sell |
11,088
-21
| -0.2% | -$997 | 0.13% | 62 |
|
|
2022
Q4 | $525K | Hold |
11,109
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $480K | Sell |
11,109
-453
| -4% | -$19.8K | 0.12% | 57 |
|
|
2022
Q2 | $481K | Sell |
11,562
-237
| -2% | -$10.9K | 0.11% | 59 |
|
|
2022
Q1 | $620K | Buy |
11,799
+69
| +0.6% | +$3.24K | 0.13% | 56 |
|
|
2021
Q4 | $560K | Sell |
11,730
-9,465
| -45% | -$452K | 0.12% | 63 |
|
|
2021
Q3 | $955K | Buy |
21,195
+2,694
| +15% | +$130K | 0.19% | 59 |
|
|
2021
Q2 | $871K | Sell |
18,501
-1,650
| -8% | -$76.9K | 0.17% | 60 |
|
|
2021
Q1 | $945K | Buy |
20,151
+132
| +0.7% | +$6.11K | 0.19% | 55 |
|
|
2020
Q4 | $957K | Buy |
20,019
+1,305
| +7% | +$63.4K | 0.2% | 56 |
|
|
2020
Q3 | $879K | Buy |
18,714
+2,202
| +13% | +$97.9K | 0.24% | 52 |
|
|
2020
Q2 | $712K | Sell |
16,512
-858
| -5% | -$35.3K | 0.9% | 32 |
|
|
2020
Q1 | $712K | Sell |
17,370
-2,382
| -12% | -$91.6K | 0.43% | 32 |
|
|
2019
Q4 | $782K | Buy |
19,752
+177
| +0.9% | +$7.03K | 0.29% | 55 |
|
|
2019
Q3 | $774K | Buy |
19,575
+7,608
| +64% | +$287K | 0.31% | 51 |
|
|
2019
Q2 | $441K | Buy |
11,967
+2,361
| +25% | +$81.4K | 0.17% | 63 |
|
|
2019
Q1 | $312K | Buy |
9,606
+1,359
| +16% | +$44.1K | 0.12% | 81 |
|
|
2018
Q4 | $256K | Buy |
+8,247
| New | +$264K | 0.16% | 82 |
|
|
2017
Q3 | $212K | Buy |
+8,142
| New | +$214K | 0.13% | 66 |
|
Other funds holding WMT
Affinity Wealth Management's WMT Position: Q2 2026 in Review
Affinity Wealth Management reduced its Walmart Inc (WMT) stake by 3.2% in Q2 2026, selling an estimated $33.1K and leaving 8,181 shares worth $927K. The position accounts for 0.12% of the portfolio, ranked #48.
Affinity Wealth Management first reported a position in WMT in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.05M in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Affinity Wealth Management held 8,181 shares of Walmart Inc worth $927K as of Q2 2026.
- Affinity Wealth Management sold 267 Walmart Inc shares in Q2 2026, an estimated $33.1K.
- Walmart Inc made up 0.12% of Affinity Wealth Management's portfolio in Q2 2026, its #48 holding.
- Affinity Wealth Management first reported a position in Walmart Inc in Q3 2017 and has held it in 32 quarters since.
- Affinity Wealth Management's Walmart Inc position peaked at $1.05M in Q1 2026.
- 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.