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Financial Enhancement Group’s Walmart Inc WMT Stock Holding History

Financial Enhancement 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 		$448K Sell
3,954
-4
-0.1% -$497 0.05% 109
2026
Q1 		$505K Buy
3,958
+62
+2% +$7.61K 0.06% 105
2025
Q4 		$465K Buy
3,896
+48
+1% +$5.15K 0.06% 110
2025
Q3 		$396K Buy
3,848
+326
+9% +$32.5K 0.05% 116
2025
Q2 		$332K Sell
3,522
-417
-11% -$39.7K 0.05% 114
2025
Q1 		$374K Sell
3,939
-58
-1% -$5.44K 0.06% 104
2024
Q4 		$366K Buy
+3,997
New +$347K 0.06% 102
2024
Q3 		– Sell
-4,675
Closed -$326K – 147
2024
Q2 		$326K Buy
+4,675
New +$294K 0.05% 102
2022
Q4 		– Sell
-435
Closed -$19K – 328
2022
Q3 		$19K Hold
435
– – ﹤0.01% 169
2022
Q2 		$18K Hold
435
– – ﹤0.01% 170
2022
Q1 		$22K Buy
435
+192
+79% +$9.01K ﹤0.01% 165
2021
Q4 		$12K Hold
243
– – ﹤0.01% 191
2021
Q3 		$11K Hold
243
– – ﹤0.01% 195
2021
Q2 		$11K Hold
243
– – ﹤0.01% 177
2021
Q1 		$11K Sell
243
-1,212
-83% -$56.1K ﹤0.01% 176
2020
Q4 		$70K Buy
1,455
+3
+0.2% +$146 0.01% 126
2020
Q3 		$68K Hold
1,452
– – 0.02% 116
2020
Q2 		$58K Buy
1,452
+1,212
+505% +$49.9K 0.01% 123
2020
Q1 		$9K Sell
240
-1,149
-83% -$44.2K ﹤0.01% 202
2019
Q4 		$55K Sell
1,389
-51
-4% -$2.02K 0.01% 121
2019
Q3 		$57K Buy
1,440
+1,200
+500% +$45.3K 0.02% 120
2019
Q2 		$9K Hold
240
– – ﹤0.01% 200
2019
Q1 		$8K Hold
240
– – ﹤0.01% 229
2018
Q4 		$8K Hold
240
– – ﹤0.01% 199
2018
Q3 		$8K Hold
240
– – ﹤0.01% 199
2018
Q2 		$7K Hold
240
– – ﹤0.01% 196
2018
Q1 		$7K Buy
+240
New +$7.72K ﹤0.01% 200

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Financial Enhancement Group reduced its Walmart Inc (WMT) stake by 0.1% in Q2 2026, selling an estimated $497 and leaving 3,954 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #109.

Financial Enhancement Group first reported a position in WMT in Q1 2018 and has held it in 27 quarters since. The position peaked at $505K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Enhancement Group held 3,954 shares of Walmart Inc worth $448K as of Q2 2026.
  • Financial Enhancement Group sold 4 Walmart Inc shares in Q2 2026, an estimated $497.
  • Walmart Inc made up 0.05% of Financial Enhancement Group's portfolio in Q2 2026, its #109 holding.
  • Financial Enhancement Group first reported a position in Walmart Inc in Q1 2018 and has held it in 27 quarters since.
  • Financial Enhancement Group's Walmart Inc position peaked at $505K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.