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Chapman Financial Group’s Walmart Inc WMT Stock Holding History

Chapman 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 		$323K Hold
2,850
– – 0.21% 98
2026
Q1 		$354K Hold
2,850
– – 0.25% 93
2025
Q4 		$318K Hold
2,850
– – 0.22% 101
2025
Q3 		$294K Buy
2,850
+2,250
+375% +$224K 0.2% 104
2025
Q2 		$58.7K Buy
+600
New +$57.2K 0.05% 137
2024
Q4 		$115K Buy
+1,200
New +$104K 0.09% 126

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

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

Chapman Financial Group held its Walmart Inc (WMT) position steady in Q2 2026 at 2,850 shares worth $323K. The position accounts for 0.21% of the portfolio, ranked #98.

Chapman Financial Group first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $354K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Chapman Financial Group held 2,850 shares of Walmart Inc worth $323K as of Q2 2026.
  • Chapman Financial Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.21% of Chapman Financial Group's portfolio in Q2 2026, its #98 holding.
  • Chapman Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Walmart Inc position peaked at $354K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.