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Fi3 Financial Advisors’s Walmart Inc WMT Stock Holding History

Fi3 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 		$1.6M Sell
4,677
-7,269
-61% -$902K 0.38% 26
2026
Q1 		$1.49M Buy
11,946
+484
+4% +$59.4K 0.43% 23
2025
Q4 		$1.28M Buy
11,462
+2,227
+24% +$239K 0.39% 30
2025
Q3 		$952K Buy
9,235
+1,447
+19% +$144K 0.32% 33
2025
Q2 		$761K Buy
7,788
+426
+6% +$40.6K 0.27% 35
2025
Q1 		$646K Sell
7,362
-242
-3% -$22.7K 0.26% 39
2024
Q4 		$689K Buy
7,604
+237
+3% +$20.6K 0.26% 40
2024
Q3 		$595K Buy
7,367
+194
+3% +$14.2K 0.24% 37
2024
Q2 		$486K Buy
7,173
+24
+0.3% +$1.51K 0.21% 37
2024
Q1 		$428K Buy
7,149
+696
+11% +$39.8K 0.2% 42
2023
Q4 		$339K Sell
6,453
-900
-12% -$47.6K 0.16% 50
2023
Q3 		$392K Buy
7,353
+903
+14% +$48.1K 0.21% 42
2023
Q2 		$338K Buy
6,450
+171
+3% +$8.63K 0.18% 45
2023
Q1 		$309K Sell
6,279
-24
-0.4% -$1.14K 0.16% 51
2022
Q4 		$298K Buy
+6,303
New +$299K 0.17% 48
2022
Q2 		– Sell
-4,446
Closed -$221K – 58
2022
Q1 		$221K Buy
+4,446
New +$209K 0.17% 45

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 $3.37T AUM 44.26% 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

Fi3 Financial Advisors's WMT Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Walmart Inc (WMT) stake by 61% in Q2 2026, selling an estimated $902K and leaving 4,677 shares worth $1.6M. The position accounts for 0.38% of the portfolio, ranked #26.

Fi3 Financial Advisors first reported a position in WMT in Q1 2022 and has held it in 16 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fi3 Financial Advisors held 4,677 shares of Walmart Inc worth $1.6M as of Q2 2026.
  • Fi3 Financial Advisors sold 7,269 Walmart Inc shares in Q2 2026, an estimated $902K.
  • Walmart Inc made up 0.38% of Fi3 Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Fi3 Financial Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 16 quarters since.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.