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Financial Concepts Unlimited’s Walmart Inc WMT Stock Holding History

Financial Concepts Unlimited’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 		$366K Buy
3,228
+6
+0.2% +$745 0.29% 29
2026
Q1 		$400K Buy
+3,222
New +$396K 0.36% 24

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 Concepts Unlimited's WMT Position: Q2 2026 in Review

Financial Concepts Unlimited increased its Walmart Inc (WMT) stake by 0.19% in Q2 2026, buying an estimated $745 and bringing the position to 3,228 shares worth $366K. The position accounts for 0.29% of the portfolio, ranked #29.

Financial Concepts Unlimited first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $400K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Concepts Unlimited held 3,228 shares of Walmart Inc worth $366K as of Q2 2026.
  • Financial Concepts Unlimited bought 6 Walmart Inc shares in Q2 2026, an estimated $745.
  • Walmart Inc made up 0.29% of Financial Concepts Unlimited's portfolio in Q2 2026, its #29 holding.
  • Financial Concepts Unlimited first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Financial Concepts Unlimited's Walmart Inc position peaked at $400K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.