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Albion Financial Group’s Walmart Inc WMT Stock Holding History

Albion Financial Group’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 		$174K Buy
1,534
+301
+24% +$37.4K 0.01% 196
2026
Q1 		$153K Buy
1,233
+255
+26% +$31.3K 0.01% 188
2025
Q4 		$109K Sell
978
-56
-5% -$6.01K 0.01% 202
2025
Q3 		$107K Buy
1,034
+1,001
+3,033% +$99.6K 0.01% 200
2025
Q2 		$3.23K Hold
33
– – ﹤0.01% 447
2025
Q1 		$2.9K Hold
33
– – ﹤0.01% 458
2024
Q4 		$2.98K Buy
+33
New +$2.86K ﹤0.01% 518
2023
Q4 		– Sell
-2,919
Closed -$156K – 510
2023
Q3 		$156K Buy
2,919
+1,344
+85% +$71.5K 0.01% 174
2023
Q2 		$82.5K Hold
1,575
– – 0.01% 205
2023
Q1 		$77.4K Hold
1,575
– – 0.01% 195
2022
Q4 		$74.4K Sell
1,575
-30
-2% -$1.43K 0.01% 198
2022
Q3 		$69K Buy
1,605
+1,575
+5,250% +$69K 0.01% 202
2022
Q2 		$1K Sell
30
-174
-85% -$8.02K ﹤0.01% 520
2022
Q1 		$10K Buy
204
+144
+240% +$6.76K ﹤0.01% 368
2021
Q4 		$3K Sell
60
-2,970
-98% -$142K ﹤0.01% 497
2021
Q3 		$141K Hold
3,030
– – 0.01% 194
2021
Q2 		$142K Buy
+3,030
New +$141K 0.01% 198
2020
Q4 		$27K Buy
+570
New +$27.7K ﹤0.01% 293

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Albion Financial Group's WMT Position: Q2 2026 in Review

Albion Financial Group increased its Walmart Inc (WMT) stake by 24% in Q2 2026, buying an estimated $37.4K and bringing the position to 1,534 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #196.

Albion Financial Group first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Albion Financial Group held 1,534 shares of Walmart Inc worth $174K as of Q2 2026.
  • Albion Financial Group bought 301 Walmart Inc shares in Q2 2026, an estimated $37.4K.
  • Walmart Inc made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #196 holding.
  • Albion Financial Group first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.