Allegheny Financial Group’s Walmart Inc WMT Stock Holding History

Allegheny 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	$1.17M	Sell	10,345 -42	-0.4%	-$5.21K	0.12%	98
2026 Q1	$1.29M	Sell	10,387 -126	-1%	-$15.5K	0.17%	84
2025 Q4	$1.17M	Buy	10,513 +538	+5%	+$57.8K	0.17%	85
2025 Q3	$1.03M	Buy	9,975 +505	+5%	+$50.3K	0.19%	92
2025 Q2	$926K	Buy	9,470 +1,982	+26%	+$189K	0.21%	96
2025 Q1	$657K	Buy	7,488 +2,482	+50%	+$233K	0.17%	109
2024 Q4	$452K	Buy	5,006 +480	+11%	+$41.7K	0.12%	135
2024 Q3	$365K	Sell	4,526 -155	-3%	-$11.4K	0.09%	172
2024 Q2	$317K	Buy	4,681 +243	+5%	+$15.3K	0.09%	170
2024 Q1	$267K	Buy	4,438 +82	+2%	+$4.69K	0.08%	172
2023 Q4	$229K	Hold	4,356	–	–	0.07%	190
2023 Q3	$232K	Buy	+4,356	New	+$232K	0.09%	166

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Allegheny Financial Group reduced its Walmart Inc (WMT) stake by 0.4% in Q2 2026, selling an estimated $5.21K and leaving 10,345 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #98.

Allegheny Financial Group first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q1 2026. 2,212 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Allegheny Financial Group held 10,345 shares of Walmart Inc worth $1.17M as of Q2 2026.
Allegheny Financial Group sold 42 Walmart Inc shares in Q2 2026, an estimated $5.21K.
Walmart Inc made up 0.12% of Allegheny Financial Group's portfolio in Q2 2026, its #98 holding.
Allegheny Financial Group first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
Allegheny Financial Group's Walmart Inc position peaked at $1.29M in Q1 2026.
2,212 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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