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Benchmark Financial Wealth Advisors’s Walmart Inc WMT Stock Holding History

Benchmark Financial Wealth Advisors’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 		$778K Sell
6,870
-1,607
-19% -$199K 0.19% 62
2026
Q1 		$1.05M Sell
8,477
-128
-1% -$15.7K 0.29% 51
2025
Q4 		$959K Buy
8,605
+28
+0.3% +$3.01K 0.28% 51
2025
Q3 		$884K Buy
8,577
+1,053
+14% +$105K 0.27% 51
2025
Q2 		$736K Buy
7,524
+274
+4% +$26.1K 0.24% 50
2025
Q1 		$636K Sell
7,250
-2,022
-22% -$190K 0.24% 52
2024
Q4 		$838K Sell
9,272
-773
-8% -$67.1K 0.27% 45
2024
Q3 		$811K Buy
10,045
+54
+0.5% +$3.97K 0.27% 43
2024
Q2 		$676K Buy
9,991
+1,847
+23% +$116K 0.25% 43
2024
Q1 		$490K Buy
8,144
+1,022
+14% +$58.5K 0.19% 50
2023
Q4 		$374K Hold
7,122
– – 0.16% 54
2023
Q3 		$380K Sell
7,122
-90
-1% -$4.79K 0.18% 43
2023
Q2 		$378K Buy
7,212
+261
+4% +$13.2K 0.18% 43
2023
Q1 		$342K Buy
6,951
+72
+1% +$3.42K 0.18% 45
2022
Q4 		$325K Sell
6,879
-654
-9% -$31.1K 0.18% 51
2022
Q3 		$326K Buy
7,533
+624
+9% +$27.3K 0.19% 50
2022
Q2 		$280K Buy
6,909
+1,035
+18% +$47.7K 0.14% 52
2022
Q1 		$292K Buy
5,874
+1,368
+30% +$64.2K 0.12% 60
2021
Q4 		$217K Buy
+4,506
New +$215K 0.09% 71

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benchmark Financial Wealth Advisors's WMT Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Walmart Inc (WMT) stake by 19% in Q2 2026, selling an estimated $199K and leaving 6,870 shares worth $778K. The position accounts for 0.19% of the portfolio, ranked #62.

Benchmark Financial Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 6,870 shares of Walmart Inc worth $778K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 1,607 Walmart Inc shares in Q2 2026, an estimated $199K.
  • Walmart Inc made up 0.19% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Benchmark Financial Wealth Advisors's Walmart Inc position peaked at $1.05M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.