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CWS Financial Advisors’s Walmart Inc WMT Stock Holding History

CWS Financial Advisors’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 		$2.67M Buy
23,596
+29
+0.1% +$3.6K 0.59% 27
2026
Q1 		$2.93M Buy
23,567
+10
+0% +$1.23K 0.75% 24
2025
Q4 		$2.62M Buy
23,557
+160
+0.7% +$17.2K 0.71% 23
2025
Q3 		$2.41M Buy
23,397
+12
+0.1% +$1.2K 0.67% 22
2025
Q2 		$2.29M Buy
23,385
+25
+0.1% +$2.38K 0.67% 22
2025
Q1 		$2.05M Buy
23,360
+36
+0.2% +$3.38K 0.65% 24
2024
Q4 		$2.11M Sell
23,324
-66
-0.3% -$5.73K 0.68% 24
2024
Q3 		$1.89M Buy
23,390
+6
+0% +$441 0.67% 21
2024
Q2 		$1.58M Buy
23,384
+14,615
+167% +$920K 0.62% 21
2024
Q1 		$528K Buy
8,769
+42
+0.5% +$2.4K 0.22% 51
2023
Q4 		$459K Buy
8,727
+600
+7% +$31.7K 0.17% 88
2023
Q3 		$433K Buy
8,127
+9
+0.1% +$479 0.17% 93
2023
Q2 		$425K Buy
8,118
+18
+0.2% +$908 0.16% 96
2023
Q1 		$398K Sell
8,100
-21,039
-72% -$999K 0.16% 100
2022
Q4 		$1.32M Buy
29,139
+6,222
+27% +$295K 0.57% 20
2022
Q3 		$991K Sell
22,917
-495
-2% -$21.7K 0.47% 30
2022
Q2 		$949K Sell
23,412
-5,997
-20% -$277K 0.43% 34
2022
Q1 		$1.46M Hold
29,409
– – 0.55% 24
2021
Q4 		$1.42M Buy
+29,409
New +$1.4M 0.5% 26
2021
Q2 		$1.37M Buy
29,142
+3
+0% +$140 0.55% 21
2021
Q1 		$1.32M Hold
29,139
– – 0.57% 20
2020
Q4 		$1.4M Buy
29,139
+300
+1% +$14.6K 0.81% 12
2020
Q3 		$1.34M Hold
28,839
– – 0.89% 10
2020
Q2 		$1.15M Buy
28,839
+14,700
+104% +$605K 0.83% 15
2020
Q1 		$560K Hold
14,139
– – 0.41% 46
2019
Q4 		$560K Buy
+14,139
New +$561K 0.41% 46

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 $3.37T AUM 44.26% 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

CWS Financial Advisors's WMT Position: Q2 2026 in Review

CWS Financial Advisors increased its Walmart Inc (WMT) stake by 0.12% in Q2 2026, buying an estimated $3.6K and bringing the position to 23,596 shares worth $2.67M. The position accounts for 0.59% of the portfolio, ranked #27.

CWS Financial Advisors first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.93M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CWS Financial Advisors held 23,596 shares of Walmart Inc worth $2.67M as of Q2 2026.
  • CWS Financial Advisors bought 29 Walmart Inc shares in Q2 2026, an estimated $3.6K.
  • Walmart Inc made up 0.59% of CWS Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • CWS Financial Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Walmart Inc position peaked at $2.93M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.