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Comprehensive Financial Consultants Institutional’s Walmart Inc WMT Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$5.74M Buy
50,717
+497
+1% +$61.7K 1.52% 13
2026
Q1 		$6.24M Sell
50,220
-1,336
-3% -$164K 1.85% 5
2025
Q4 		$5.74M Sell
51,556
-1,820
-3% -$195K 1.73% 7
2025
Q3 		$5.5M Sell
53,376
-164
-0.3% -$16.3K 1.7% 10
2025
Q2 		$5.24M Sell
53,540
-3,055
-5% -$291K 1.72% 9
2025
Q1 		$4.97M Sell
56,595
-1,648
-3% -$155K 1.77% 7
2024
Q4 		$5.26M Sell
58,243
-2,785
-5% -$242K 1.91% 7
2024
Q3 		$4.93M Sell
61,028
-3,670
-6% -$270K 1.8% 7
2024
Q2 		$4.38M Buy
64,698
+3,510
+6% +$221K 1.72% 11
2024
Q1 		$3.68M Sell
61,188
-198
-0.3% -$11.3K 1.53% 11
2023
Q4 		$3.23M Buy
61,386
+2,586
+4% +$137K 1.5% 13
2023
Q3 		$3.13M Buy
58,800
+2,799
+5% +$149K 1.65% 10
2023
Q2 		$2.89M Buy
56,001
+1,728
+3% +$87.2K 1.53% 13
2023
Q1 		$2.67M Buy
54,273
+4,173
+8% +$198K 1.51% 14
2022
Q4 		$2.42M Buy
50,100
+2,484
+5% +$118K 1.46% 18
2022
Q3 		$2.08M Buy
47,616
+4,641
+11% +$203K 1.38% 19
2022
Q2 		$1.79M Buy
42,975
+213
+0.5% +$9.82K 1.27% 23
2022
Q1 		$2.13M Buy
42,762
+1,929
+5% +$90.6K 1.48% 14
2021
Q4 		$1.86M Buy
+40,833
New +$1.95M 1.19% 22

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

Comprehensive Financial Consultants Institutional's WMT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Walmart Inc (WMT) stake by 0.99% in Q2 2026, buying an estimated $61.7K and bringing the position to 50,717 shares worth $5.74M. The position accounts for 1.52% of the portfolio, ranked #13.

Comprehensive Financial Consultants Institutional first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.24M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 50,717 shares of Walmart Inc worth $5.74M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 497 Walmart Inc shares in Q2 2026, an estimated $61.7K.
  • Walmart Inc made up 1.52% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #13 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Walmart Inc position peaked at $6.24M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.