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Carter Financial Group’s Walmart Inc WMT Stock Holding History

Carter 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 		$812K Sell
7,171
-1,048
-13% -$130K 0.42% 48
2026
Q1 		$1.02M Buy
8,219
+1,431
+21% +$176K 0.63% 36
2025
Q4 		$758K Sell
6,788
-1,167
-15% -$125K 0.45% 44
2025
Q3 		$820K Sell
7,955
-1,303
-14% -$130K 0.5% 43
2025
Q2 		$905K Buy
+9,258
New +$882K 0.59% 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

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

Carter Financial Group reduced its Walmart Inc (WMT) stake by 13% in Q2 2026, selling an estimated $130K and leaving 7,171 shares worth $812K. The position accounts for 0.42% of the portfolio, ranked #48.

Carter Financial Group first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Carter Financial Group held 7,171 shares of Walmart Inc worth $812K as of Q2 2026.
  • Carter Financial Group sold 1,048 Walmart Inc shares in Q2 2026, an estimated $130K.
  • Walmart Inc made up 0.42% of Carter Financial Group's portfolio in Q2 2026, its #48 holding.
  • Carter Financial Group first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Walmart Inc position peaked at $1.02M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.