Financial Partners Group (Tennessee)’s Walmart Inc WMT Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$278K	Sell	2,848 -2,849	-50%	-$271K	0.1%	81
2025 Q1	$500K	Sell	5,697 -2,937	-34%	-$276K	0.22%	65
2024 Q4	$780K	Sell	8,634 -107	-1%	-$9.29K	0.32%	60
2024 Q3	$706K	Sell	8,741 -273	-3%	-$20K	0.26%	67
2024 Q2	$610K	Sell	9,014 -15,962	-64%	-$1.01M	0.24%	68
2024 Q1	$1.5M	Buy	24,976 +2,002	+9%	+$115K	0.58%	42
2023 Q4	$1.21M	Buy	22,974 +1,188	+5%	+$62.9K	0.55%	46
2023 Q3	$1.16M	Buy	21,786 +411	+2%	+$21.9K	0.56%	41
2023 Q2	$1.12M	Buy	21,375 +1,359	+7%	+$68.6K	0.56%	40
2023 Q1	$984K	Buy	20,016 +60	+0.3%	+$2.85K	0.51%	43
2022 Q4	$943K	Buy	+19,956	New	+$948K	0.56%	37

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Financial Partners Group (Tennessee)'s WMT Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Walmart Inc (WMT) stake by 50% in Q2 2025, selling an estimated $271K and leaving 2,848 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #81.

Financial Partners Group (Tennessee) first reported a position in WMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Financial Partners Group (Tennessee) held 2,848 shares of Walmart Inc worth $278K as of Q2 2025.
Financial Partners Group (Tennessee) sold 2,849 Walmart Inc shares in Q2 2025, an estimated $271K.
Walmart Inc made up 0.1% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #81 holding.
Financial Partners Group (Tennessee) first reported a position in Walmart Inc in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Walmart Inc position peaked at $1.5M in Q1 2024.
3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.