CFS Investment Advisory Services’s Walmart Inc WMT Stock Holding History

CFS Investment Advisory 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	$5.66M	Buy	50,589 +301	+0.6%	+$37.4K	0.38%	61
2026 Q1	$6.41M	Buy	50,288 +401	+0.8%	+$49.2K	0.44%	57
2025 Q4	$5.56M	Buy	49,887 +418	+0.8%	+$44.9K	0.41%	61
2025 Q3	$5.25M	Buy	49,469 +322	+0.7%	+$32.1K	0.39%	60
2025 Q2	$4.81M	Sell	49,147 -433	-0.9%	-$41.3K	0.39%	60
2025 Q1	$4.35M	Sell	49,580 -706	-1%	-$66.2K	0.39%	58
2024 Q4	$4.54M	Buy	50,286 +689	+1%	+$59.8K	0.41%	52
2024 Q3	$4M	Sell	49,597 -48,227	-49%	-$3.54M	0.34%	60
2024 Q2	$6.62M	Buy	+97,824	New	+$6.16M	0.54%	42
2023 Q3	–	Sell	-50,985	Closed	-$2.67M	–	257
2023 Q2	$2.67M	Buy	+50,985	New	+$2.57M	0.34%	54
2022 Q3	–	Sell	-51,972	Closed	-$2.11M	–	367
2022 Q2	$2.11M	Sell	51,972 -8,022,768	-99%	-$370M	0.32%	65
2022 Q1	$18K	Buy	8,074,740 +8,020,398	+14,759%	+$377M	0.08%	123
2021 Q4	$2.53M	Sell	54,342 -1,926	-3%	-$91.9K	0.34%	58
2021 Q3	$2.61M	Buy	+56,268	New	+$2.71M	0.36%	59
2020 Q4	$2.7M	Buy	+56,118	New	+$2.73M	0.43%	41

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

CFS Investment Advisory Services's WMT Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Walmart Inc (WMT) stake by 0.6% in Q2 2026, buying an estimated $37.4K and bringing the position to 50,589 shares worth $5.66M. The position accounts for 0.38% of the portfolio, ranked #61.

CFS Investment Advisory Services first reported a position in WMT in Q4 2020 and has held it in 15 quarters since. The position peaked at $6.62M in Q2 2024. 2,161 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

CFS Investment Advisory Services held 50,589 shares of Walmart Inc worth $5.66M as of Q2 2026.
CFS Investment Advisory Services bought 301 Walmart Inc shares in Q2 2026, an estimated $37.4K.
Walmart Inc made up 0.38% of CFS Investment Advisory Services's portfolio in Q2 2026, its #61 holding.
CFS Investment Advisory Services first reported a position in Walmart Inc in Q4 2020 and has held it in 15 quarters since.
CFS Investment Advisory Services's Walmart Inc position peaked at $6.62M in Q2 2024.
2,161 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.