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Financial Connections Group’s Walmart Inc WMT Stock Holding History

Financial Connections 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
Q1 		$4K Buy
+33
New +$4.05K ﹤0.01% 227
2024
Q3 		– Sell
-63
Closed -$4K – 346
2024
Q2 		$4K Buy
+63
New +$3.97K ﹤0.01% 270
2023
Q1 		– Sell
-177
Closed -$8K – 283
2022
Q4 		$8K Sell
177
-246
-58% -$11.7K 0.01% 178
2022
Q3 		$18K Hold
423
– – 0.02% 121
2022
Q2 		$17K Hold
423
– – 0.02% 156
2022
Q1 		$20K Hold
423
– – 0.02% 151
2021
Q4 		$20K Buy
+423
New +$20.2K 0.02% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Connections Group's WMT Position: Q1 2026 in Review

Financial Connections Group opened a new position in Walmart Inc (WMT) in Q1 2026: 33 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Financial Connections Group previously reported a position in WMT as recently as Q2 2024.

Financial Connections Group first reported a position in WMT in Q4 2021 and has held it in 7 quarters since. The position peaked at $20K in Q1 2022. 4,447 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Financial Connections Group held 33 shares of Walmart Inc worth $4K as of Q1 2026.
  • Walmart Inc was a new Financial Connections Group position in Q1 2026.
  • Walmart Inc made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #227 holding.
  • Financial Connections Group first reported a position in Walmart Inc in Q4 2021 and has held it in 7 quarters since.
  • Financial Connections Group's Walmart Inc position peaked at $20K in Q1 2022.
  • 4,447 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.