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Blackston Financial Advisory Group’s Walmart Inc WMT Stock Holding History

Blackston Financial Advisory 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 		$1.57M Sell
13,874
-58
-0.4% -$7.2K 0.89% 18
2026
Q1 		$1.73M Sell
13,932
-333
-2% -$40.9K 1.09% 15
2025
Q4 		$1.59M Buy
14,265
+2
+0% +$215 0.97% 18
2025
Q3 		$1.47M Buy
14,263
+205
+1% +$20.4K 0.87% 19
2025
Q2 		$1.37M Sell
14,058
-196
-1% -$18.7K 0.86% 19
2025
Q1 		$1.25M Sell
14,254
-1,431
-9% -$134K 0.85% 17
2024
Q4 		$1.42M Buy
15,685
+106
+0.7% +$9.2K 0.71% 24
2024
Q3 		$1.26M Sell
15,579
-610
-4% -$44.8K 0.65% 25
2024
Q2 		$1.1M Buy
16,189
+2,221
+16% +$140K 0.61% 21
2024
Q1 		$840K Sell
13,968
-3,591
-20% -$205K 0.56% 23
2023
Q4 		$923K Sell
17,559
-306
-2% -$16.2K 0.58% 24
2023
Q3 		$952K Buy
17,865
+606
+4% +$32.2K 0.66% 25
2023
Q2 		$904K Sell
17,259
-867
-5% -$43.7K 0.65% 22
2023
Q1 		$891K Sell
18,126
-165
-0.9% -$7.83K 0.67% 22
2022
Q4 		$864K Buy
18,291
+291
+2% +$13.8K 0.63% 24
2022
Q3 		$854K Sell
18,000
-96
-0.5% -$4.21K 0.6% 24
2022
Q2 		$755K Buy
18,096
+1,842
+11% +$84.9K 0.49% 30
2022
Q1 		$755K Buy
16,254
+123
+0.8% +$5.77K 0.49% 30
2021
Q4 		$778K Buy
+16,131
New +$770K 0.45% 30

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blackston Financial Advisory Group's WMT Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its Walmart Inc (WMT) stake by 0.42% in Q2 2026, selling an estimated $7.2K and leaving 13,874 shares worth $1.57M. The position accounts for 0.89% of the portfolio, ranked #18.

Blackston Financial Advisory Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Blackston Financial Advisory Group held 13,874 shares of Walmart Inc worth $1.57M as of Q2 2026.
  • Blackston Financial Advisory Group sold 58 Walmart Inc shares in Q2 2026, an estimated $7.2K.
  • Walmart Inc made up 0.89% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Blackston Financial Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Blackston Financial Advisory Group's Walmart Inc position peaked at $1.73M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.