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Fiduciary Financial Group’s Walmart Inc WMT Stock Holding History

Fiduciary 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 		$480K Buy
4,241
+545
+15% +$67.7K 0.05% 201
2026
Q1 		$459K Buy
3,696
+86
+2% +$10.6K 0.06% 191
2025
Q4 		$402K Buy
3,610
+323
+10% +$34.7K 0.06% 208
2025
Q3 		$339K Buy
3,287
+396
+14% +$39.4K 0.05% 231
2025
Q2 		$284K Buy
2,891
+57
+2% +$5.43K 0.05% 238
2025
Q1 		$257K Buy
2,834
+68
+2% +$6.38K 0.06% 224
2024
Q4 		$257K Sell
2,766
-96
-3% -$8.33K 0.06% 234
2024
Q3 		$228K Sell
2,862
-3
-0.1% -$220 0.05% 241
2024
Q2 		$201K Buy
+2,865
New +$180K 0.05% 252

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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

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

Fiduciary Financial Group increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $67.7K and bringing the position to 4,241 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #201.

Fiduciary Financial Group first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. 2,446 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fiduciary Financial Group held 4,241 shares of Walmart Inc worth $480K as of Q2 2026.
  • Fiduciary Financial Group bought 545 Walmart Inc shares in Q2 2026, an estimated $67.7K.
  • Walmart Inc made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #201 holding.
  • Fiduciary Financial Group first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • 2,446 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.