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Chancellor Financial Group WB’s Walmart Inc WMT Stock Holding History

Chancellor Financial Group WB’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 		$939K Buy
8,293
+3,284
+66% +$408K 0.58% 37
2026
Q1 		$622K Buy
5,009
+1
+0% +$123 0.44% 46
2025
Q4 		$558K Buy
5,008
+335
+7% +$36K 0.38% 53
2025
Q3 		$482K Hold
4,673
– – 0.34% 55
2025
Q2 		$457K Buy
4,673
+44
+1% +$4.19K 0.35% 57
2025
Q1 		$406K Buy
4,629
+205
+5% +$19.2K 0.34% 65
2024
Q4 		$400K Buy
+4,424
New +$384K 0.32% 63

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chancellor Financial Group WB's WMT Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Walmart Inc (WMT) stake by 66% in Q2 2026, buying an estimated $408K and bringing the position to 8,293 shares worth $939K. The position accounts for 0.58% of the portfolio, ranked #37.

Chancellor Financial Group WB first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Chancellor Financial Group WB held 8,293 shares of Walmart Inc worth $939K as of Q2 2026.
  • Chancellor Financial Group WB bought 3,284 Walmart Inc shares in Q2 2026, an estimated $408K.
  • Walmart Inc made up 0.58% of Chancellor Financial Group WB's portfolio in Q2 2026, its #37 holding.
  • Chancellor Financial Group WB first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.