Compass Financial Management’s Walmart Inc WMT Stock Holding History

Compass Financial Management’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's WMT Position: Q2 2026 in Review

Compass Financial Management 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.

4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Compass Financial Management held 17,336 shares of Walmart Inc worth $1.94M as of Q2 2026.
Walmart Inc was a new Compass Financial Management position in Q2 2026.
Walmart Inc made up 0.23% of Compass Financial Management's portfolio in Q2 2026, its #114 holding.
4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.