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Buttonwood Financial Advisors’s Walmart Inc WMT Stock Holding History

Buttonwood 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 		$297K Sell
2,621
-222
-8% -$27.6K 0.09% 95
2026
Q1 		$353K Sell
2,843
-367
-11% -$45.1K 0.12% 86
2025
Q4 		$358K Sell
3,210
-92
-3% -$9.88K 0.12% 90
2025
Q3 		$340K Sell
3,302
-101
-3% -$10.1K 0.12% 87
2025
Q2 		$333K Sell
3,403
-23
-0.7% -$2.19K 0.13% 86
2025
Q1 		$301K Sell
3,426
-759
-18% -$71.2K 0.13% 82
2024
Q4 		$378K Sell
4,185
-920
-18% -$79.8K 0.17% 79
2024
Q3 		$412K Sell
5,105
-34
-0.7% -$2.5K 0.18% 77
2024
Q2 		$348K Sell
5,139
-3,657
-42% -$230K 0.16% 81
2024
Q1 		$529K Sell
8,796
-276
-3% -$15.8K 0.25% 72
2023
Q4 		$477K Sell
9,072
-1,026
-10% -$54.3K 0.26% 72
2023
Q3 		$538K Sell
10,098
-288
-3% -$15.3K 0.34% 62
2023
Q2 		$544K Buy
10,386
+6
+0.1% +$303 0.34% 59
2023
Q1 		$510K Buy
10,380
+6
+0.1% +$285 0.4% 52
2022
Q4 		$490K Sell
10,374
-90
-0.9% -$4.27K 0.41% 53
2022
Q3 		$461K Buy
10,464
+3
+0% +$131 0.42% 51
2022
Q2 		$424K Buy
10,461
+4,206
+67% +$194K 0.38% 55
2022
Q1 		$311K Buy
+6,255
New +$294K 0.28% 55

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Buttonwood Financial Advisors reduced its Walmart Inc (WMT) stake by 7.8% in Q2 2026, selling an estimated $27.6K and leaving 2,621 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #95.

Buttonwood Financial Advisors first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $544K in Q2 2023. 1,149 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Buttonwood Financial Advisors held 2,621 shares of Walmart Inc worth $297K as of Q2 2026.
  • Buttonwood Financial Advisors sold 222 Walmart Inc shares in Q2 2026, an estimated $27.6K.
  • Walmart Inc made up 0.09% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Buttonwood Financial Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Advisors's Walmart Inc position peaked at $544K in Q2 2023.
  • 1,149 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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