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Benedict Financial Advisors’s Walmart Inc WMT Stock Holding History

Benedict Financial 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 		$4.93M Sell
43,556
-2,205
-5% -$274K 0.96% 30
2026
Q1 		$5.69M Sell
45,761
-1,447
-3% -$178K 1.18% 26
2025
Q4 		$5.26M Sell
47,208
-311
-0.7% -$33.4K 1.11% 27
2025
Q3 		$4.9M Sell
47,519
-1,277
-3% -$127K 1.06% 30
2025
Q2 		$4.77M Sell
48,796
-1,326
-3% -$126K 1.08% 32
2025
Q1 		$4.4M Sell
50,122
-3,885
-7% -$364K 1.02% 32
2024
Q4 		$4.88M Sell
54,007
-2,134
-4% -$185K 1.18% 28
2024
Q3 		$4.53M Sell
56,141
-1,330
-2% -$97.7K 1.07% 30
2024
Q2 		$3.89M Sell
57,471
-1,213
-2% -$76.4K 0.99% 36
2024
Q1 		$3.53M Sell
58,684
-419
-0.7% -$24K 0.9% 42
2023
Q4 		$3.11M Sell
59,103
-375
-0.6% -$19.8K 0.85% 44
2023
Q3 		$3.17M Sell
59,478
-642
-1% -$34.2K 0.92% 40
2023
Q2 		$3.15M Sell
60,120
-513
-0.8% -$25.9K 0.87% 44
2023
Q1 		$2.98M Sell
60,633
-1,086
-2% -$51.5K 0.84% 48
2022
Q4 		$2.92M Sell
61,719
-417
-0.7% -$19.8K 0.87% 48
2022
Q3 		$2.69M Sell
62,136
-636
-1% -$27.9K 0.86% 45
2022
Q2 		$2.54M Sell
62,772
-294
-0.5% -$13.6K 0.75% 50
2022
Q1 		$3.13M Sell
63,066
-51
-0.1% -$2.39K 0.84% 48
2021
Q4 		$3.04M Sell
63,117
-1,092
-2% -$52.1K 0.79% 50
2021
Q3 		$2.98M Buy
64,209
+117
+0.2% +$5.64K 0.83% 47
2021
Q2 		$3.01M Sell
64,092
-72
-0.1% -$3.35K 0.84% 45
2021
Q1 		$2.9M Sell
64,164
-777
-1% -$36K 0.84% 47
2020
Q4 		$3.12M Sell
64,941
-459
-0.7% -$22.3K 1.12% 32
2020
Q3 		$3.05M Buy
65,400
+342
+0.5% +$15.2K 1.17% 31
2020
Q2 		$2.6M Sell
65,058
-612
-0.9% -$25.2K 1.07% 34
2020
Q1 		$2.49M Sell
65,670
-735
-1% -$28.3K 1.17% 31
2019
Q4 		$2.63M Sell
66,405
-1,584
-2% -$62.9K 1.03% 42
2019
Q3 		$2.69M Sell
67,989
-3,201
-4% -$121K 1.1% 36
2019
Q2 		$2.62M Sell
71,190
-801
-1% -$27.6K 1.09% 37
2019
Q1 		$2.34M Buy
71,991
+582
+0.8% +$18.9K 1.01% 39
2018
Q4 		$2.22M Sell
71,409
-621
-0.9% -$19.9K 1.09% 37
2018
Q3 		$2.25M Sell
72,030
-261
-0.4% -$7.98K 1.01% 41
2018
Q2 		$2.06M Buy
72,291
+306
+0.4% +$8.7K 1.02% 39
2018
Q1 		$2.13M Sell
71,985
-228
-0.3% -$7.33K 1.07% 38
2017
Q4 		$2.38M Sell
72,213
-1,500
-2% -$45.9K 1.14% 37
2017
Q3 		$1.92M Sell
73,713
-6,108
-8% -$160K 0.99% 40
2017
Q2 		$2.03M Sell
79,821
-44,694
-36% -$1.13M 1.05% 37
2017
Q1 		$2.99M Sell
124,515
-18,297
-13% -$421K 1.63% 21
2016
Q4 		$3.29M Sell
142,812
-6,933
-5% -$162K 1.9% 17
2016
Q3 		$3.59M Sell
149,745
-6,411
-4% -$156K 2.1% 15
2016
Q2 		$3.79M Sell
156,156
-3,153
-2% -$73K 2.22% 13
2016
Q1 		$3.64M Sell
159,309
-3,021
-2% -$66.2K 2.21% 14
2015
Q4 		$3.32M Sell
162,330
-957
-0.6% -$19.2K 2.1% 14
2015
Q3 		$3.53M Buy
163,287
+537
+0.3% +$12.3K 2.45% 11
2015
Q2 		$3.93M Sell
162,750
-2,451
-1% -$62.5K 2.56% 9
2015
Q1 		$4.42M Buy
165,201
+1,557
+1% +$44.2K 2.84% 6
2014
Q4 		$4.76M Buy
+163,644
New +$4.42M 3.12% 4

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

Benedict Financial Advisors's WMT Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Walmart Inc (WMT) stake by 4.8% in Q2 2026, selling an estimated $274K and leaving 43,556 shares worth $4.93M. The position accounts for 0.96% of the portfolio, ranked #30.

Benedict Financial Advisors first reported a position in WMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.69M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Benedict Financial Advisors held 43,556 shares of Walmart Inc worth $4.93M as of Q2 2026.
  • Benedict Financial Advisors sold 2,205 Walmart Inc shares in Q2 2026, an estimated $274K.
  • Walmart Inc made up 0.96% of Benedict Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Benedict Financial Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Walmart Inc position peaked at $5.69M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.