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COMPASS FINANCIAL MANAGEMENT LLC’s Walmart Inc WMT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$1.94M Buy
+17,336
New +$2.15M 0.23% 114

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WMT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Walmart Inc (WMT) in Q2 2026: 17,336 shares worth $1.94M. The stake represents 0.23% of the portfolio and ranks #114 among its holdings.

3,579 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 17,336 shares of Walmart Inc worth $1.94M as of Q2 2026.
  • Walmart Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Walmart Inc made up 0.23% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #114 holding.
  • 3,579 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.