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Ethos Financial Group’s Walmart Inc WMT Stock Holding History

Ethos 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 		$2.41M Buy
21,167
+993
+5% +$123K 0.16% 126
2026
Q1 		$2.47M Sell
20,174
-3,211
-14% -$394K 0.18% 121
2025
Q4 		$2.61M Buy
23,385
+1,002
+4% +$108K 0.19% 112
2025
Q3 		$2.31M Sell
22,383
-689
-3% -$68.6K 0.18% 116
2025
Q2 		$2.26M Sell
23,072
-13,438
-37% -$1.28M 0.19% 112
2025
Q1 		$3.29M Buy
36,510
+21,890
+150% +$2.05M 0.31% 75
2024
Q4 		$1.33M Sell
14,620
-467
-3% -$40.5K 0.17% 91
2024
Q3 		$1.22M Buy
15,087
+3,566
+31% +$262K 0.2% 73
2024
Q2 		$780K Sell
11,521
-1,575
-12% -$99.2K 0.14% 95
2024
Q1 		$791K Sell
13,096
-1,664
-11% -$95.2K 0.15% 94
2023
Q4 		$785K Sell
14,760
-3,498
-19% -$185K 0.17% 93
2023
Q3 		$979K Sell
18,258
-2,820
-13% -$150K 0.25% 59
2023
Q2 		$1.04M Hold
21,078
– – 0.35% 46
2023
Q1 		$1.04M Buy
21,078
+2,691
+15% +$128K 0.33% 49
2022
Q4 		$882K Buy
+18,387
New +$873K 0.3% 51

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

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

Ethos Financial Group increased its Walmart Inc (WMT) stake by 4.9% in Q2 2026, buying an estimated $123K and bringing the position to 21,167 shares worth $2.41M. The position accounts for 0.16% of the portfolio, ranked #126.

Ethos Financial Group first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.29M in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ethos Financial Group held 21,167 shares of Walmart Inc worth $2.41M as of Q2 2026.
  • Ethos Financial Group bought 993 Walmart Inc shares in Q2 2026, an estimated $123K.
  • Walmart Inc made up 0.16% of Ethos Financial Group's portfolio in Q2 2026, its #126 holding.
  • Ethos Financial Group first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Walmart Inc position peaked at $3.29M in Q1 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.