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Affinity Wealth Management’s Walmart Inc WMT Stock Holding History

Affinity Wealth Management’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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. 2,199 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.
  • 2,199 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.