AFC
WMT icon

Ares Financial Consulting’s Walmart Inc WMT Stock Holding History

Ares Financial Consulting’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 		$740K Buy
6,535
+1
+0% +$124 0.53% 35
2026
Q1 		$815K Buy
6,534
+256
+4% +$31.4K 0.64% 31
2025
Q4 		$699K Buy
+6,278
New +$674K 0.67% 32

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ares Financial Consulting's WMT Position: Q2 2026 in Review

Ares Financial Consulting increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 6,535 shares worth $740K. The position accounts for 0.53% of the portfolio, ranked #35.

Ares Financial Consulting first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $815K in Q1 2026. 2,621 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ares Financial Consulting held 6,535 shares of Walmart Inc worth $740K as of Q2 2026.
  • Ares Financial Consulting bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.53% of Ares Financial Consulting's portfolio in Q2 2026, its #35 holding.
  • Ares Financial Consulting first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Walmart Inc position peaked at $815K in Q1 2026.
  • 2,621 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.