Financial Management Professionals’s Walmart Inc WMT Stock Holding History

Financial Management Professionals’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	$930K	Buy	8,210 +1,434	+21%	+$178K	0.09%	77
2026 Q1	$844K	Sell	6,776 -36	-0.5%	-$4.42K	0.09%	72
2025 Q4	$761K	Buy	6,812 +2,330	+52%	+$250K	0.08%	78
2025 Q3	$462K	Sell	4,482 -116	-3%	-$11.5K	0.05%	103
2025 Q2	$450K	Sell	4,598 -279	-6%	-$26.6K	0.05%	99
2025 Q1	$428K	Sell	4,877 -367	-7%	-$34.4K	0.05%	100
2024 Q4	$474K	Buy	5,244 +12	+0.2%	+$1.04K	0.06%	94
2024 Q3	$422K	Buy	5,232 +363	+7%	+$26.7K	0.05%	100
2024 Q2	$330K	Buy	4,869 +62	+1%	+$3.9K	0.05%	109
2024 Q1	$289K	Sell	4,807 -227	-5%	-$13K	0.04%	127
2023 Q4	$265K	Sell	5,034 -1,281	-20%	-$67.8K	0.04%	114
2023 Q3	$337K	Sell	6,315 -162	-3%	-$8.62K	0.06%	86
2023 Q2	$339K	Buy	6,477 +21	+0.3%	+$1.06K	0.06%	85
2023 Q1	$317K	Buy	6,456 +2,697	+72%	+$128K	0.06%	92
2022 Q4	$178K	Buy	3,759 +30	+0.8%	+$1.43K	0.04%	123
2022 Q3	$161K	Buy	3,729 +609	+20%	+$26.7K	0.04%	115
2022 Q2	$126K	Sell	3,120 -255	-8%	-$11.8K	0.03%	136
2022 Q1	$168K	Buy	3,375 +303	+10%	+$14.2K	0.04%	119
2021 Q4	$148K	Sell	3,072 -483	-14%	-$23.1K	0.03%	123
2021 Q3	$165K	Buy	3,555 +1,344	+61%	+$64.8K	0.04%	97
2021 Q2	$104K	Buy	2,211 +162	+8%	+$7.55K	0.03%	142
2021 Q1	$93K	Sell	2,049 -447	-18%	-$20.7K	0.02%	144
2020 Q4	$120K	Sell	2,496 -84	-3%	-$4.08K	0.03%	103
2020 Q3	$120K	Buy	2,580 +84	+3%	+$3.73K	0.04%	88
2020 Q2	$100K	Buy	2,496 +273	+12%	+$11.2K	0.03%	99
2020 Q1	$84K	Hold	2,223	–	–	0.04%	64
2019 Q4	$88K	Sell	2,223 -48	-2%	-$1.91K	0.03%	70
2019 Q3	$90K	Hold	2,271	–	–	0.03%	70
2019 Q2	$84K	Hold	2,271	–	–	0.03%	73
2019 Q1	$74K	Hold	2,271	–	–	0.03%	70
2018 Q4	$71K	Sell	2,271 -48	-2%	-$1.54K	0.04%	64
2018 Q3	$73K	Hold	2,319	–	–	0.03%	75
2018 Q2	$66K	Sell	2,319 -165	-7%	-$4.69K	0.03%	77
2018 Q1	$74K	Buy	2,484 +165	+7%	+$5.31K	0.04%	68
2017 Q4	$76K	Hold	2,319	–	–	0.03%	65
2017 Q3	$60K	Hold	2,319	–	–	0.03%	78
2017 Q2	$58K	Hold	2,319	–	–	0.03%	84
2017 Q1	$55K	Hold	2,319	–	–	0.03%	82
2016 Q4	$53K	Hold	2,319	–	–	0.03%	92
2016 Q3	$55K	Sell	2,319 -576	-20%	-$14K	0.03%	95
2016 Q2	$70K	Buy	2,895 +276	+11%	+$6.39K	0.04%	70
2016 Q1	$60K	Hold	2,619	–	–	0.03%	68
2015 Q4	$53K	Buy	2,619 +144	+6%	+$2.89K	0.03%	73
2015 Q3	$53K	Hold	2,475	–	–	0.04%	82
2015 Q2	$58K	Hold	2,475	–	–	0.03%	80
2015 Q1	$68K	Hold	2,475	–	–	0.03%	67
2014 Q4	$71K	Hold	2,475	–	–	0.04%	72
2014 Q3	$63K	Hold	2,475	–	–	0.04%	77
2014 Q2	$61K	Hold	2,475	–	–	0.04%	77
2014 Q1	$63K	Sell	2,475 -12	-0.5%	-$301	0.04%	76
2013 Q4	$65K	Hold	2,487	–	–	0.04%	69
2013 Q3	$61K	Hold	2,487	–	–	0.04%	77
2013 Q2	$62K	Buy	+2,487	New	+$63.7K	0.05%	72

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Management Professionals's WMT Position: Q2 2026 in Review

Financial Management Professionals increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $178K and bringing the position to 8,210 shares worth $930K. The position accounts for 0.09% of the portfolio, ranked #77.

Financial Management Professionals first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Financial Management Professionals held 8,210 shares of Walmart Inc worth $930K as of Q2 2026.
Financial Management Professionals bought 1,434 Walmart Inc shares in Q2 2026, an estimated $178K.
Walmart Inc made up 0.09% of Financial Management Professionals's portfolio in Q2 2026, its #77 holding.
Financial Management Professionals first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.