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DHJJ Financial Advisors’s Walmart Inc WMT Stock Holding History

DHJJ 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 		$323K Sell
2,852
-88
-3% -$10.9K 0.09% 163
2026
Q1 		$365K Sell
2,940
-10
-0.3% -$1.23K 0.12% 132
2025
Q4 		$329K Sell
2,950
-108
-4% -$11.6K 0.11% 142
2025
Q3 		$315K Sell
3,058
-301
-9% -$30K 0.11% 137
2025
Q2 		$328K Buy
3,359
+992
+42% +$94.5K 0.12% 128
2025
Q1 		$208K Hold
2,367
– – 0.08% 156
2024
Q4 		$214K Sell
2,367
-135
-5% -$11.7K 0.08% 152
2024
Q3 		$202K Sell
2,502
-60
-2% -$4.41K 0.08% 149
2024
Q2 		$173K Sell
2,562
-90
-3% -$5.67K 0.07% 154
2024
Q1 		$160K Sell
2,652
-120
-4% -$6.87K 0.07% 158
2023
Q4 		$146K Sell
2,772
-6
-0.2% -$317 0.07% 161
2023
Q3 		$148K Buy
+2,778
New +$148K 0.08% 154

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

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

DHJJ Financial Advisors reduced its Walmart Inc (WMT) stake by 3% in Q2 2026, selling an estimated $10.9K and leaving 2,852 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #163.

DHJJ Financial Advisors first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $365K in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • DHJJ Financial Advisors held 2,852 shares of Walmart Inc worth $323K as of Q2 2026.
  • DHJJ Financial Advisors sold 88 Walmart Inc shares in Q2 2026, an estimated $10.9K.
  • Walmart Inc made up 0.09% of DHJJ Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • DHJJ Financial Advisors first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Walmart Inc position peaked at $365K in Q1 2026.
  • 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.