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Commonwealth Financial Services’s Walmart Inc WMT Stock Holding History

Commonwealth Financial 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 		$2.99M Buy
37,359
+10,973
+42% +$1.36M 0.4% 52
2026
Q1 		$3.28M Buy
26,386
+1,356
+5% +$166K 0.52% 38
2025
Q4 		$2.79M Buy
25,030
+8
+0% +$859 0.46% 44
2025
Q3 		$2.58M Buy
25,022
+601
+2% +$59.8K 0.44% 44
2025
Q2 		$2.39M Sell
24,421
-119
-0.5% -$11.3K 0.46% 43
2025
Q1 		$2.15M Sell
24,540
-923
-4% -$86.6K 0.44% 47
2024
Q4 		$2.3M Sell
25,463
-753
-3% -$65.3K 0.45% 44
2024
Q3 		$2.13M Buy
26,216
+1,672
+7% +$123K 0.42% 46
2024
Q2 		$1.71M Buy
24,544
+15,091
+160% +$950K 0.35% 47
2024
Q1 		$1.49M Sell
9,453
-18,906
-67% -$1.08M 0.35% 48
2023
Q4 		$1.49M Buy
28,359
+3
+0% +$159 0.35% 48
2023
Q3 		$1.51M Buy
+28,356
New +$1.51M 0.45% 49
2017
Q1 		$284K Sell
11,907
-1,680
-12% -$38.7K 0.31% 41
2016
Q4 		$304K Sell
13,587
-168
-1% -$3.92K 0.3% 41
2016
Q3 		$331K Buy
13,755
+2,658
+24% +$64.5K 0.31% 41
2016
Q2 		$270K Hold
11,097
– – 0.32% 38
2016
Q1 		$253K Sell
11,097
-3,753
-25% -$82.3K 0.38% 29
2015
Q4 		$303K Buy
14,850
+13,950
+1,550% +$280K 1.03% 33
2015
Q3 		$19K Hold
900
– – 0.02% 119
2015
Q2 		$21K Hold
900
– – 0.02% 130
2015
Q1 		$25K Hold
900
– – 0.02% 124
2014
Q4 		$26K Buy
+900
New +$24.3K 0.02% 111

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Financial Services's WMT Position: Q2 2026 in Review

Commonwealth Financial Services increased its Walmart Inc (WMT) stake by 42% in Q2 2026, buying an estimated $1.36M and bringing the position to 37,359 shares worth $2.99M. The position accounts for 0.4% of the portfolio, ranked #52.

Commonwealth Financial Services first reported a position in WMT in Q4 2014 and has held it in 22 quarters since. The position peaked at $3.28M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Commonwealth Financial Services held 37,359 shares of Walmart Inc worth $2.99M as of Q2 2026.
  • Commonwealth Financial Services bought 10,973 Walmart Inc shares in Q2 2026, an estimated $1.36M.
  • Walmart Inc made up 0.4% of Commonwealth Financial Services's portfolio in Q2 2026, its #52 holding.
  • Commonwealth Financial Services first reported a position in Walmart Inc in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Walmart Inc position peaked at $3.28M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.