Convergence Financial’s Walmart Inc WMT Stock Holding History

Convergence Financial’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	$2.54M	Sell	22,440 -5,944	-21%	-$738K	0.2%	70
2026 Q1	$3.54M	Buy	28,384 +12,307	+77%	+$1.51M	0.38%	47
2025 Q4	$1.79M	Buy	16,077 +1,393	+9%	+$150K	0.26%	62
2025 Q3	$1.51M	Buy	14,684 +1,220	+9%	+$121K	0.23%	63
2025 Q2	$1.32M	Buy	13,464 +2,598	+24%	+$248K	0.23%	64
2025 Q1	$954K	Buy	10,866 +1,485	+16%	+$139K	0.19%	68
2024 Q4	$848K	Sell	9,381 -558	-6%	-$48.4K	0.17%	65
2024 Q3	$803K	Sell	9,939 -206	-2%	-$15.1K	0.17%	69
2024 Q2	$687K	Buy	10,145 +4,678	+86%	+$295K	0.18%	71
2024 Q1	$329K	Sell	5,467 -422	-7%	-$24.1K	0.14%	41
2023 Q4	$309K	Buy	+5,889	New	+$312K	0.14%	31

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Convergence Financial's WMT Position: Q2 2026 in Review

Convergence Financial reduced its Walmart Inc (WMT) stake by 21% in Q2 2026, selling an estimated $738K and leaving 22,440 shares worth $2.54M. The position accounts for 0.2% of the portfolio, ranked #70.

Convergence Financial first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.54M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Convergence Financial held 22,440 shares of Walmart Inc worth $2.54M as of Q2 2026.
Convergence Financial sold 5,944 Walmart Inc shares in Q2 2026, an estimated $738K.
Walmart Inc made up 0.2% of Convergence Financial's portfolio in Q2 2026, its #70 holding.
Convergence Financial first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Convergence Financial's Walmart Inc position peaked at $3.54M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.