Burkett Financial Services’s Walmart Inc WMT Stock Holding History

Burkett Financial Services’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	$1.1M	Buy	9,712 +38	+0.4%	+$4.72K	0.34%	25
2026 Q1	$1.2M	Buy	9,674 +295	+3%	+$36.2K	0.41%	22
2025 Q4	$1.04M	Sell	9,379 -94	-1%	-$10.1K	0.36%	25
2025 Q3	$976K	Sell	9,473 -27	-0.3%	-$2.69K	0.34%	27
2025 Q2	$929K	Buy	9,500 +14	+0.1%	+$1.33K	0.33%	26
2025 Q1	$833K	Buy	9,486 +22	+0.2%	+$2.06K	0.34%	24
2024 Q4	$855K	Sell	9,464 -1	-0%	-$87	0.35%	25
2024 Q3	$764K	Buy	9,465 +48	+0.5%	+$3.52K	0.32%	25
2024 Q2	$638K	Buy	9,417 +63	+0.7%	+$3.97K	0.33%	28
2024 Q1	$563K	Buy	9,354 +243	+3%	+$13.9K	0.29%	30
2023 Q4	$479K	Buy	+9,111	New	+$482K	0.27%	32

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Burkett Financial Services's WMT Position: Q2 2026 in Review

Burkett Financial Services increased its Walmart Inc (WMT) stake by 0.39% in Q2 2026, buying an estimated $4.72K and bringing the position to 9,712 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #25.

Burkett Financial Services first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Burkett Financial Services held 9,712 shares of Walmart Inc worth $1.1M as of Q2 2026.
Burkett Financial Services bought 38 Walmart Inc shares in Q2 2026, an estimated $4.72K.
Walmart Inc made up 0.34% of Burkett Financial Services's portfolio in Q2 2026, its #25 holding.
Burkett Financial Services first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Walmart Inc position peaked at $1.2M in Q1 2026.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.