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Dupree Financial Group’s Walmart Inc WMT Stock Holding History

Dupree 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 		$205K Hold
1,813
– – 0.08% 81
2026
Q1 		$225K Hold
1,813
– – 0.09% 69
2025
Q4 		$202K Sell
1,813
-200
-10% -$21.5K 0.07% 75
2025
Q3 		$207K Sell
2,013
-62
-3% -$6.17K 0.08% 66
2025
Q2 		$203K Buy
+2,075
New +$198K 0.08% 69

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

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

Dupree Financial Group held its Walmart Inc (WMT) position steady in Q2 2026 at 1,813 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #81.

Dupree Financial Group first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Dupree Financial Group held 1,813 shares of Walmart Inc worth $205K as of Q2 2026.
  • Dupree Financial Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.08% of Dupree Financial Group's portfolio in Q2 2026, its #81 holding.
  • Dupree Financial Group first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Dupree Financial Group's Walmart Inc position peaked at $225K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.