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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
Q1 		– Sell
-11,600
Closed -$6.67K – 292
2025
Q4 		$6.67K Hold
11,600
– – ﹤0.01% 235
2025
Q3 		$28.5K Sell
11,600
-400
-3% -$39.8K ﹤0.01% 228
2025
Q2 		$7.88K Sell
12,000
-400
-3% -$38.1K ﹤0.01% 213
2025
Q1 		$372 Buy
+12,400
New +$1.16M ﹤0.01% 199

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. 861 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.
  • 861 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.