Burney Company’s Walmart Inc WMT Stock Holding History

Burney Company’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	$14.1M	Buy	124,107 +638	+0.5%	+$79.2K	0.38%	41
2026 Q1	$15.3M	Sell	123,469 -29,988	-20%	-$3.68M	0.48%	34
2025 Q4	$17.1M	Sell	153,457 -31,873	-17%	-$3.42M	0.53%	35
2025 Q3	$19.1M	Buy	185,330 +33,432	+22%	+$3.33M	0.61%	36
2025 Q2	$14.9M	Sell	151,898 -57,144	-27%	-$5.44M	0.5%	47
2025 Q1	$18.4M	Sell	209,042 -12,804	-6%	-$1.2M	0.67%	37
2024 Q4	$20M	Buy	221,846 +31,664	+17%	+$2.75M	0.71%	31
2024 Q3	$15.4M	Buy	190,182 +38,326	+25%	+$2.81M	0.55%	42
2024 Q2	$10.3M	Buy	151,856 +12,688	+9%	+$799K	0.39%	70
2024 Q1	$8.37M	Sell	139,168 -3,686	-3%	-$211K	0.32%	81
2023 Q4	$7.51M	Sell	142,854 -3,891	-3%	-$206K	0.32%	81
2023 Q3	$7.82M	Sell	146,745 -2,175	-1%	-$116K	0.37%	69
2023 Q2	$7.8M	Sell	148,920 -3,777	-2%	-$191K	0.36%	73
2023 Q1	$7.51M	Sell	152,697 -5,382	-3%	-$255K	0.37%	70
2022 Q4	$7.47M	Sell	158,079 -7,941	-5%	-$377K	0.38%	67
2022 Q3	$7.18M	Sell	166,020 -354	-0.2%	-$15.5K	0.4%	72
2022 Q2	$6.74M	Sell	166,374 -7,851	-5%	-$362K	0.35%	80
2022 Q1	$8.65M	Sell	174,225 -1,884	-1%	-$88.4K	0.4%	71
2021 Q4	$8.49M	Sell	176,109 -1,224	-0.7%	-$58.4K	0.37%	81
2021 Q3	$8.24M	Sell	177,333 -2,229	-1%	-$107K	0.39%	74
2021 Q2	$8.44M	Sell	179,562 -5,583	-3%	-$260K	0.39%	75
2021 Q1	$8.38M	Sell	185,145 -6,768	-4%	-$313K	0.41%	71
2020 Q4	$9.22M	Buy	191,913 +645	+0.3%	+$31.3K	0.51%	58
2020 Q3	$8.92M	Sell	191,268 -18,321	-9%	-$815K	0.55%	43
2020 Q2	$8.37M	Sell	209,589 -75,414	-26%	-$3.1M	0.54%	48
2020 Q1	$10.8M	Sell	285,003 -1,020	-0.4%	-$39.2K	0.83%	29
2019 Q4	$11.3M	Buy	286,023 +66,600	+30%	+$2.64M	0.62%	44
2019 Q3	$8.68M	Buy	219,423 +21,843	+11%	+$824K	0.52%	64
2019 Q2	$7.28M	Buy	197,580 +210	+0.1%	+$7.24K	0.44%	75
2019 Q1	$6.42M	Sell	197,370 -69,600	-26%	-$2.26M	0.4%	80
2018 Q4	$8.29M	Buy	266,970 +6,429	+2%	+$206K	0.58%	47
2018 Q3	$8.16M	Sell	260,541 -32,304	-11%	-$988K	0.49%	59
2018 Q2	$8.36M	Buy	292,845 +17,256	+6%	+$491K	0.49%	63
2018 Q1	$8.17M	Buy	275,589 +17,757	+7%	+$571K	0.51%	62
2017 Q4	$8.49M	Buy	257,832 +26,112	+11%	+$799K	0.48%	69
2017 Q3	$6.1M	Sell	231,720 -3,372	-1%	-$88.5K	0.4%	87
2017 Q2	$5.95M	Sell	235,092 -7,290	-3%	-$185K	0.39%	85
2017 Q1	$5.82M	Sell	242,382 -10,815	-4%	-$249K	0.38%	89
2016 Q4	$5.83M	Buy	253,197 +15,195	+6%	+$355K	0.4%	87
2016 Q3	$5.7M	Buy	238,002 +35,211	+17%	+$854K	0.4%	88
2016 Q2	$4.94M	Buy	202,791 +40,860	+25%	+$946K	0.35%	91
2016 Q1	$3.7M	Sell	161,931 -4,293	-3%	-$94.1K	0.27%	105
2015 Q4	$3.37M	Sell	166,224 -15,954	-9%	-$320K	0.25%	108
2015 Q3	$3.94M	Sell	182,178 -76,179	-29%	-$1.75M	0.3%	98
2015 Q2	$6.11M	Sell	258,357 -3,072	-1%	-$78.3K	0.42%	82
2015 Q1	$7.17M	Buy	261,429 +19,041	+8%	+$540K	0.49%	70
2014 Q4	$6.94M	Buy	242,388 +38,232	+19%	+$1.03M	0.55%	59
2014 Q3	$5.2M	Buy	204,156 +45,120	+28%	+$1.14M	0.45%	79
2014 Q2	$3.98M	Sell	159,036 -1,050	-0.7%	-$27K	0.34%	92
2014 Q1	$4.08M	Sell	160,086 -7,410	-4%	-$186K	0.37%	89
2013 Q4	$4.39M	Sell	167,496 -71,142	-30%	-$1.84M	0.43%	78
2013 Q3	$5.88M	Sell	238,638 -11,286	-5%	-$285K	0.66%	49
2013 Q2	$6.21M	Buy	+249,924	New	+$6.41M	0.77%	39

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

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

Burney Company's WMT Position: Q2 2026 in Review

Burney Company increased its Walmart Inc (WMT) stake by 0.52% in Q2 2026, buying an estimated $79.2K and bringing the position to 124,107 shares worth $14.1M. The position accounts for 0.38% of the portfolio, ranked #41.

Burney Company first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $20M in Q4 2024. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Burney Company held 124,107 shares of Walmart Inc worth $14.1M as of Q2 2026.
Burney Company bought 638 Walmart Inc shares in Q2 2026, an estimated $79.2K.
Walmart Inc made up 0.38% of Burney Company's portfolio in Q2 2026, its #41 holding.
Burney Company first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
Burney Company's Walmart Inc position peaked at $20M in Q4 2024.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.