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Archford Capital Strategies’s Walmart Inc WMT Stock Holding History

Archford Capital Strategies’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 		$6.06M Sell
53,544
-5,777
-10% -$717K 0.61% 46
2026
Q1 		$7.37M Sell
59,321
-14,669
-20% -$1.8M 0.84% 32
2025
Q4 		$8.24M Buy
73,990
+1,585
+2% +$170K 0.96% 24
2025
Q3 		$7.46M Buy
72,405
+1,531
+2% +$152K 0.89% 30
2025
Q2 		$6.93M Buy
70,874
+4,214
+6% +$401K 0.89% 30
2025
Q1 		$5.85M Buy
66,660
+28,659
+75% +$2.69M 0.86% 32
2024
Q4 		$3.43M Sell
38,001
-1,253
-3% -$109K 0.52% 47
2024
Q3 		$3.15M Sell
39,254
-3,657
-9% -$269K 0.47% 57
2024
Q2 		$2.91M Sell
42,911
-200
-0.5% -$12.6K 0.47% 57
2024
Q1 		$2.59M Sell
43,111
-1,301
-3% -$74.4K 0.44% 62
2023
Q4 		$2.33M Sell
44,412
-11,826
-21% -$626K 0.43% 61
2023
Q3 		$3M Buy
56,238
+2,115
+4% +$113K 0.6% 43
2023
Q2 		$2.87M Sell
54,123
-1,683
-3% -$84.9K 0.55% 43
2023
Q1 		$2.78M Buy
55,806
+2,610
+5% +$124K 0.58% 35
2022
Q4 		$2.51M Buy
53,196
+801
+2% +$38K 0.58% 41
2022
Q3 		$2.27M Buy
52,395
+615
+1% +$26.9K 0.58% 39
2022
Q2 		$2.1M Sell
51,780
-1,800
-3% -$83K 0.53% 39
2022
Q1 		$2.71M Sell
53,580
-699
-1% -$32.8K 0.6% 38
2021
Q4 		$2.62M Buy
54,279
+597
+1% +$28.5K 0.6% 37
2021
Q3 		$2.49M Buy
53,682
+30
+0.1% +$1.45K 0.59% 33
2021
Q2 		$2.52M Sell
53,652
-2,805
-5% -$131K 0.63% 34
2021
Q1 		$2.64M Sell
56,457
-71,931
-56% -$3.33M 0.7% 30
2020
Q4 		$6.28M Buy
128,388
+1,359
+1% +$66K 1.44% 13
2020
Q3 		$5.92M Buy
127,029
+4,167
+3% +$185K 1.59% 9
2020
Q2 		$4.91M Sell
122,862
-183
-0.1% -$7.53K 1.46% 11
2020
Q1 		$4.66M Buy
123,045
+1,098
+0.9% +$42.2K 1.82% 9
2019
Q4 		$4.83M Sell
121,947
-1,599
-1% -$63.5K 1.67% 9
2019
Q3 		$4.89M Sell
123,546
-5,823
-5% -$220K 1.82% 9
2019
Q2 		$4.76M Buy
129,369
+5,463
+4% +$188K 1.73% 9
2019
Q1 		$4.03M Sell
123,906
-5,118
-4% -$166K 1.48% 11
2018
Q4 		$4.01M Buy
129,024
+8,862
+7% +$284K 1.61% 11
2018
Q3 		$3.76M Sell
120,162
-19,026
-14% -$582K 1.37% 13
2018
Q2 		$3.97M Sell
139,188
-20,814
-13% -$592K 1.4% 14
2018
Q1 		$5.29M Buy
160,002
+36
+0% +$1.16K 2.21% 9
2017
Q4 		$5.26M Buy
159,966
+2,184
+1% +$66.8K 1.96% 9
2017
Q3 		$4.11M Buy
157,782
+13,182
+9% +$346K 1.54% 10
2017
Q2 		$3.65M Buy
144,600
+40,548
+39% +$1.03M 1.44% 11
2017
Q1 		$2.5M Sell
104,052
-2,925
-3% -$67.3K 0.94% 22
2016
Q4 		$2.46M Buy
106,977
+3,927
+4% +$91.7K 1.04% 20
2016
Q3 		$2.48M Buy
103,050
+38,895
+61% +$944K 1.02% 20
2016
Q2 		$1.56M Sell
64,155
-36,510
-36% -$845K 0.82% 30
2016
Q1 		$2.3M Sell
100,665
-3,408
-3% -$74.7K 1.1% 20
2015
Q4 		$2.49M Buy
104,073
+41,868
+67% +$840K 1.13% 17
2015
Q3 		$1.34M Buy
62,205
+3,690
+6% +$84.7K 1.01% 21
2015
Q2 		$1.38M Sell
58,515
-6,621
-10% -$169K 0.99% 22
2015
Q1 		$1.79M Buy
65,136
+5,952
+10% +$169K 1.23% 18
2014
Q4 		$1.69M Buy
59,184
+9,462
+19% +$256K 1.25% 15
2014
Q3 		$1.27M Sell
49,722
-2,658
-5% -$67.1K 1.01% 17
2014
Q2 		$1.31M Sell
52,380
-1,737
-3% -$44.6K 1.01% 18
2014
Q1 		$1.38M Buy
+54,117
New +$1.36M 1.15% 17

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Archford Capital Strategies's WMT Position: Q2 2026 in Review

Archford Capital Strategies reduced its Walmart Inc (WMT) stake by 9.7% in Q2 2026, selling an estimated $717K and leaving 53,544 shares worth $6.06M. The position accounts for 0.61% of the portfolio, ranked #46.

Archford Capital Strategies first reported a position in WMT in Q1 2014 and has held it in 50 quarters since. The position peaked at $8.24M in Q4 2025. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Archford Capital Strategies held 53,544 shares of Walmart Inc worth $6.06M as of Q2 2026.
  • Archford Capital Strategies sold 5,777 Walmart Inc shares in Q2 2026, an estimated $717K.
  • Walmart Inc made up 0.61% of Archford Capital Strategies's portfolio in Q2 2026, its #46 holding.
  • Archford Capital Strategies first reported a position in Walmart Inc in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's Walmart Inc position peaked at $8.24M in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.