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Empire Financial Management Company’s Walmart Inc WMT Stock Holding History

Empire Financial Management Company’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 		$328K Sell
2,897
-6,000
-67% -$745K 0.13% 110
2026
Q1 		$1.11M Hold
8,897
– – 0.25% 110
2025
Q4 		$991K Hold
8,897
– – 0.22% 110
2025
Q3 		$917K Hold
8,897
– – 0.21% 115
2025
Q2 		$870K Sell
8,897
-900
-9% -$85.7K 0.25% 108
2025
Q1 		$860K Sell
9,797
-90
-0.9% -$8.44K 0.27% 103
2024
Q4 		$893K Buy
9,887
+90
+0.9% +$7.81K 0.28% 103
2024
Q3 		$791K Hold
9,797
– – 0.24% 114
2024
Q2 		$663K Hold
9,797
– – 0.22% 116
2024
Q1 		$589K Buy
9,797
+1,070
+12% +$61.2K 0.19% 132
2023
Q4 		$459K Sell
8,727
-600
-6% -$31.7K 0.18% 139
2023
Q3 		$497K Sell
9,327
-69
-0.7% -$3.67K 0.22% 119
2023
Q2 		$492K Hold
9,396
– – 0.2% 122
2023
Q1 		$462K Buy
+9,396
New +$446K 0.19% 129

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

Empire Financial Management Company's WMT Position: Q2 2026 in Review

Empire Financial Management Company reduced its Walmart Inc (WMT) stake by 67% in Q2 2026, selling an estimated $745K and leaving 2,897 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #110.

Empire Financial Management Company first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2026. 4,426 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Empire Financial Management Company held 2,897 shares of Walmart Inc worth $328K as of Q2 2026.
  • Empire Financial Management Company sold 6,000 Walmart Inc shares in Q2 2026, an estimated $745K.
  • Walmart Inc made up 0.13% of Empire Financial Management Company's portfolio in Q2 2026, its #110 holding.
  • Empire Financial Management Company first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Walmart Inc position peaked at $1.11M in Q1 2026.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.