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Financial Gravity Companies’s Walmart Inc WMT Stock Holding History

Financial Gravity Companies’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 		$4.11M Buy
+36,247
New +$4.5M 0.67% 39
2025
Q2 		$3.38M Buy
+34,613
New +$3.3M 0.66% 40
2024
Q4 		$2.79M Buy
30,848
+864
+3% +$75K 0.64% 37
2024
Q3 		$2.42M Buy
+29,984
New +$2.2M 0.65% 33
2018
Q4 		$68K Buy
+2,175
New +$69.7K 0.06% 256
2018
Q1 		$60K Sell
2,070
-1,851
-47% -$59.5K 0.06% 264
2017
Q4 		$139K Buy
+3,921
New +$120K 0.16% 132

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 Gravity Companies's WMT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Walmart Inc (WMT) in Q2 2026: 36,247 shares worth $4.11M. The stake represents 0.67% of the portfolio and ranks #39 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WMT as recently as Q2 2025.

Financial Gravity Companies first reported a position in WMT in Q4 2017 and has held it in 7 quarters since. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Gravity Companies held 36,247 shares of Walmart Inc worth $4.11M as of Q2 2026.
  • Walmart Inc was a new Financial Gravity Companies position in Q2 2026.
  • Walmart Inc made up 0.67% of Financial Gravity Companies's portfolio in Q2 2026, its #39 holding.
  • Financial Gravity Companies first reported a position in Walmart Inc in Q4 2017 and has held it in 7 quarters since.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.