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Financial Guidance Group’s Walmart Inc WMT Stock Holding History

Financial Guidance 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 		$224K Hold
1,980
– – 0.08% 89
2026
Q1 		$246K Hold
1,980
– – 0.1% 84
2025
Q4 		$221K Hold
1,980
– – 0.09% 87
2025
Q3 		$204K Buy
+1,980
New +$197K 0.09% 83

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Financial Guidance Group held its Walmart Inc (WMT) position steady in Q2 2026 at 1,980 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #89.

Financial Guidance Group first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 1,873 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Guidance Group held 1,980 shares of Walmart Inc worth $224K as of Q2 2026.
  • Financial Guidance Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.08% of Financial Guidance Group's portfolio in Q2 2026, its #89 holding.
  • Financial Guidance Group first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Financial Guidance Group's Walmart Inc position peaked at $246K in Q1 2026.
  • 1,873 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.