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Curran Financial Partners’s Walmart Inc WMT Stock Holding History

Curran Financial Partners’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 		$486K Sell
4,291
-260
-6% -$32.3K 0.07% 92
2026
Q1 		$566K Buy
4,551
+322
+8% +$39.5K 0.1% 81
2025
Q4 		$471K Sell
4,229
-223
-5% -$23.9K 0.09% 86
2025
Q3 		$459K Sell
4,452
-405
-8% -$40.3K 0.09% 94
2025
Q2 		$475K Buy
4,857
+353
+8% +$33.6K 0.1% 85
2025
Q1 		$395K Buy
4,504
+1,079
+32% +$101K 0.1% 71
2024
Q4 		$309K Buy
3,425
+124
+4% +$10.8K 0.08% 76
2024
Q3 		$267K Sell
3,301
-300
-8% -$22K 0.08% 81
2024
Q2 		$244K Buy
3,601
+244
+7% +$15.4K 0.08% 78
2024
Q1 		$202K Buy
+3,357
New +$192K 0.07% 81

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Curran Financial Partners's WMT Position: Q2 2026 in Review

Curran Financial Partners reduced its Walmart Inc (WMT) stake by 5.7% in Q2 2026, selling an estimated $32.3K and leaving 4,291 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #92.

Curran Financial Partners first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $566K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Curran Financial Partners held 4,291 shares of Walmart Inc worth $486K as of Q2 2026.
  • Curran Financial Partners sold 260 Walmart Inc shares in Q2 2026, an estimated $32.3K.
  • Walmart Inc made up 0.07% of Curran Financial Partners's portfolio in Q2 2026, its #92 holding.
  • Curran Financial Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Curran Financial Partners's Walmart Inc position peaked at $566K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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