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Financial Advisory Partners’s Walmart Inc WMT Stock Holding History

Financial Advisory Partners’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 		$5.74M Sell
50,642
-808
-2% -$100K 1.5% 18
2026
Q1 		$6.39M Sell
51,450
-1,674
-3% -$206K 1.81% 12
2025
Q4 		$5.92M Sell
53,124
-1,359
-2% -$146K 1.67% 15
2025
Q3 		$5.62M Sell
54,483
-408
-0.7% -$40.6K 1.64% 15
2025
Q2 		$5.37M Sell
54,891
-2,440
-4% -$232K 1.69% 17
2025
Q1 		$5.03M Sell
57,331
-2,456
-4% -$230K 1.68% 16
2024
Q4 		$5.4M Sell
59,787
-1,840
-3% -$160K 1.79% 10
2024
Q3 		$4.98M Buy
61,627
+66
+0.1% +$4.85K 1.65% 12
2024
Q2 		$4.17M Sell
61,561
-2,330
-4% -$147K 1.56% 17
2024
Q1 		$3.84M Sell
63,891
-10,509
-14% -$601K 1.49% 23
2023
Q4 		$3.91M Sell
74,400
-1,548
-2% -$81.9K 1.42% 31
2023
Q3 		$4.05M Sell
75,948
-1,971
-3% -$105K 1.63% 13
2023
Q2 		$4.08M Sell
77,919
-168
-0.2% -$8.47K 1.57% 23
2023
Q1 		$3.84M Buy
78,087
+369
+0.5% +$17.5K 1.52% 27
2022
Q4 		$3.67M Sell
77,718
-1,428
-2% -$67.8K 1.51% 32
2022
Q3 		$3.42M Buy
79,146
+273
+0.3% +$12K 1.49% 32
2022
Q2 		$3.2M Buy
78,873
+2,565
+3% +$118K 1.32% 41
2022
Q1 		$3.79M Buy
76,308
+6,627
+10% +$311K 1.4% 34
2021
Q4 		$3.36M Buy
+69,681
New +$3.33M 1.23% 41

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

Financial Advisory Partners's WMT Position: Q2 2026 in Review

Financial Advisory Partners reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $100K and leaving 50,642 shares worth $5.74M. The position accounts for 1.5% of the portfolio, ranked #18.

Financial Advisory Partners first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.39M in Q1 2026. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Advisory Partners held 50,642 shares of Walmart Inc worth $5.74M as of Q2 2026.
  • Financial Advisory Partners sold 808 Walmart Inc shares in Q2 2026, an estimated $100K.
  • Walmart Inc made up 1.5% of Financial Advisory Partners's portfolio in Q2 2026, its #18 holding.
  • Financial Advisory Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Financial Advisory Partners's Walmart Inc position peaked at $6.39M in Q1 2026.
  • 4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.