BFG
WMT icon

Birch Financial Group’s Walmart Inc WMT Stock Holding History

Birch Financial Group’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 		$682K Sell
6,018
-170
-3% -$21.1K 0.35% 54
2026
Q1 		$769K Sell
6,188
-213
-3% -$26.2K 0.45% 50
2025
Q4 		$713K Sell
6,401
-3,075
-32% -$330K 0.41% 52
2025
Q3 		$977K Buy
9,476
+295
+3% +$29.4K 0.58% 39
2025
Q2 		$898K Sell
9,181
-157
-2% -$15K 0.72% 36
2025
Q1 		$820K Buy
9,338
+4,019
+76% +$377K 0.73% 29
2024
Q4 		$481K Buy
+5,319
New +$462K 0.54% 39

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

Birch Financial Group's WMT Position: Q2 2026 in Review

Birch Financial Group reduced its Walmart Inc (WMT) stake by 2.7% in Q2 2026, selling an estimated $21.1K and leaving 6,018 shares worth $682K. The position accounts for 0.35% of the portfolio, ranked #54.

Birch Financial Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $977K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Birch Financial Group held 6,018 shares of Walmart Inc worth $682K as of Q2 2026.
  • Birch Financial Group sold 170 Walmart Inc shares in Q2 2026, an estimated $21.1K.
  • Walmart Inc made up 0.35% of Birch Financial Group's portfolio in Q2 2026, its #54 holding.
  • Birch Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Walmart Inc position peaked at $977K in Q3 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.