FIG Financial Advisory Services’s Walmart Inc WMT Stock Holding History

FIG Financial Advisory Services’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	$390K	Sell	3,447 -678	-16%	-$84.2K	0.23%	67
2026 Q1	$513K	Hold	4,125	–	–	0.32%	62
2025 Q4	$460K	Hold	4,125	–	–	0.29%	56
2025 Q3	$425K	Sell	4,125 -4	-0.1%	-$398	0.27%	56
2025 Q2	$404K	Sell	4,129 -11,585	-74%	-$1.1M	0.27%	59
2025 Q1	$1.38M	Sell	15,714 -728	-4%	-$68.3K	0.97%	24
2024 Q4	$1.49M	Buy	+16,442	New	+$1.43M	1.01%	24

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FIG Financial Advisory Services's WMT Position: Q2 2026 in Review

FIG Financial Advisory Services reduced its Walmart Inc (WMT) stake by 16% in Q2 2026, selling an estimated $84.2K and leaving 3,447 shares worth $390K. The position accounts for 0.23% of the portfolio, ranked #67.

FIG Financial Advisory Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2024. 4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

FIG Financial Advisory Services held 3,447 shares of Walmart Inc worth $390K as of Q2 2026.
FIG Financial Advisory Services sold 678 Walmart Inc shares in Q2 2026, an estimated $84.2K.
Walmart Inc made up 0.23% of FIG Financial Advisory Services's portfolio in Q2 2026, its #67 holding.
FIG Financial Advisory Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
FIG Financial Advisory Services's Walmart Inc position peaked at $1.49M in Q4 2024.
4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.