AFGAS
WMT icon

Allegiance Financial Group Advisory Services’s Walmart Inc WMT Stock Holding History

Allegiance Financial Group Advisory Services’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 		– Sell
-2,014
Closed -$250K – 240
2026
Q1 		$250K Sell
2,014
-1,225
-38% -$150K 0.05% 158
2025
Q4 		$361K Buy
3,239
+162
+5% +$17.4K 0.08% 104
2025
Q3 		$317K Buy
+3,077
New +$306K 0.07% 107
2025
Q1 		– Sell
-2,312
Closed -$209K – 159
2024
Q4 		$209K Buy
+2,312
New +$201K 0.07% 98

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 $3.38T AUM 44.17% 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

Allegiance Financial Group Advisory Services's WMT Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 2,014 shares — an estimated $250K sold.

Allegiance Financial Group Advisory Services first reported a position in WMT in Q4 2024 and held it in 4 quarters. The position peaked at $361K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 2,014 Walmart Inc shares in Q2 2026, an estimated $250K.
  • Allegiance Financial Group Advisory Services first reported a position in Walmart Inc in Q4 2024 and held it in 4 quarters.
  • Allegiance Financial Group Advisory Services's Walmart Inc position peaked at $361K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.