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Fiduciary Alliance’s Walmart Inc WMT Stock Holding History

Fiduciary Alliance’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 		$11.5M Sell
101,307
-7,023
-6% -$872K 0.78% 21
2026
Q1 		$13.5M Sell
108,330
-2,901
-3% -$356K 0.82% 23
2025
Q4 		$12.4M Buy
111,231
+6,810
+7% +$731K 0.81% 23
2025
Q3 		$10.8M Buy
104,421
+11,426
+12% +$1.14M 0.72% 30
2025
Q2 		$9.09M Buy
92,995
+33,544
+56% +$3.2M 0.68% 34
2025
Q1 		$5.22M Buy
59,451
+2,737
+5% +$257K 0.51% 51
2024
Q4 		$5.12M Buy
56,714
+38,872
+218% +$3.37M 0.52% 54
2024
Q3 		$1.44M Buy
17,842
+5,805
+48% +$426K 0.19% 96
2024
Q2 		$819K Buy
12,037
+945
+9% +$59.5K 0.13% 96
2024
Q1 		$666K Sell
11,092
-2,669
-19% -$153K 0.12% 108
2023
Q4 		$723K Sell
13,761
-129
-0.9% -$6.83K 0.14% 90
2023
Q3 		$740K Buy
13,890
+3,588
+35% +$191K 0.17% 77
2023
Q2 		$540K Buy
10,302
+1,044
+11% +$52.7K 0.12% 98
2023
Q1 		$455K Sell
9,258
-111
-1% -$5.27K 0.11% 98
2022
Q4 		$443K Buy
+9,369
New +$445K 0.11% 91

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Fiduciary Alliance's WMT Position: Q2 2026 in Review

Fiduciary Alliance reduced its Walmart Inc (WMT) stake by 6.5% in Q2 2026, selling an estimated $872K and leaving 101,307 shares worth $11.5M. The position accounts for 0.78% of the portfolio, ranked #21.

Fiduciary Alliance first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q1 2026. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fiduciary Alliance held 101,307 shares of Walmart Inc worth $11.5M as of Q2 2026.
  • Fiduciary Alliance sold 7,023 Walmart Inc shares in Q2 2026, an estimated $872K.
  • Walmart Inc made up 0.78% of Fiduciary Alliance's portfolio in Q2 2026, its #21 holding.
  • Fiduciary Alliance first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Walmart Inc position peaked at $13.5M in Q1 2026.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.