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Demars Financial Group’s Walmart Inc WMT Stock Holding History

Demars Financial Group’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 		$519K Sell
4,580
-149
-3% -$18.5K 0.14% 75
2026
Q1 		$588K Buy
4,729
+408
+9% +$50.1K 0.19% 61
2025
Q4 		$481K Hold
4,321
– – 0.16% 62
2025
Q3 		$445K Buy
4,321
+450
+12% +$44.8K 0.15% 64
2025
Q2 		$379K Sell
3,871
-304,290
-99% -$29M 0.15% 64
2025
Q1 		$3.51M Sell
308,161
-8,986
-3% -$843K 0.1% 52
2024
Q4 		$3.51M Buy
317,147
+313,637
+8,936% +$27.2M 0.11% 51
2024
Q3 		$283K Buy
3,510
+18
+0.5% +$1.32K 0.13% 61
2024
Q2 		$236K Sell
3,492
-224
-6% -$14.1K 0.11% 63
2024
Q1 		$224K Sell
3,716
-3,292
-47% -$188K 0.11% 64
2023
Q4 		$368K Hold
7,008
– – 0.2% 50
2023
Q3 		$374K Sell
7,008
-84
-1% -$4.47K 0.21% 61
2023
Q2 		$372K Sell
7,092
-168
-2% -$8.47K 0.21% 59
2023
Q1 		$357K Hold
7,260
– – 0.2% 59
2022
Q4 		$343K Sell
7,260
-99
-1% -$4.7K 0.19% 57
2022
Q3 		$318K Hold
7,359
– – 0.19% 57
2022
Q2 		$298K Buy
7,359
+27
+0.4% +$1.25K 0.17% 66
2022
Q1 		$364K Buy
7,332
+12
+0.2% +$563 0.18% 64
2021
Q4 		$353K Buy
7,320
+225
+3% +$10.7K 0.19% 68
2021
Q3 		$330K Sell
7,095
-22,044
-76% -$1.06M 0.19% 70
2021
Q2 		$1.37M Buy
29,139
+198
+0.7% +$9.22K 0.82% 32
2021
Q1 		$1.31M Buy
28,941
+1,626
+6% +$75.3K 0.88% 32
2020
Q4 		$1.31M Buy
27,315
+876
+3% +$42.5K 0.93% 30
2020
Q3 		$1.23M Buy
26,439
+282
+1% +$12.5K 0.94% 31
2020
Q2 		$1.04M Buy
26,157
+6,585
+34% +$271K 0.87% 32
2020
Q1 		$741K Sell
19,572
-159
-0.8% -$6.12K 0.77% 29
2019
Q4 		$782K Buy
+19,731
New +$784K 0.71% 30

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Demars Financial Group's WMT Position: Q2 2026 in Review

Demars Financial Group reduced its Walmart Inc (WMT) stake by 3.2% in Q2 2026, selling an estimated $18.5K and leaving 4,580 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #75.

Demars Financial Group first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.51M in Q1 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Demars Financial Group held 4,580 shares of Walmart Inc worth $519K as of Q2 2026.
  • Demars Financial Group sold 149 Walmart Inc shares in Q2 2026, an estimated $18.5K.
  • Walmart Inc made up 0.14% of Demars Financial Group's portfolio in Q2 2026, its #75 holding.
  • Demars Financial Group first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Demars Financial Group's Walmart Inc position peaked at $3.51M in Q1 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.