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Financial Security Advisor’s Walmart Inc WMT Stock Holding History

Financial Security Advisor’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 		$5.04M Sell
44,487
-1,530
-3% -$190K 0.82% 24
2026
Q1 		$5.73M Sell
46,017
-565
-1% -$69.4K 1.05% 19
2025
Q4 		$5.2M Sell
46,582
-2,454
-5% -$263K 1.01% 19
2025
Q3 		$5.05M Sell
49,036
-1,134
-2% -$113K 1.07% 18
2025
Q2 		$4.91M Buy
50,170
+478
+1% +$45.5K 1.13% 18
2025
Q1 		$4.37M Sell
49,692
-1,980
-4% -$186K 1.11% 19
2024
Q4 		$4.68M Sell
51,672
-1,085
-2% -$94.2K 1.19% 16
2024
Q3 		$4.26M Sell
52,757
-1,441
-3% -$106K 1.06% 18
2024
Q2 		$3.67M Sell
54,198
-1,903
-3% -$120K 1.23% 20
2024
Q1 		$3.38M Sell
56,101
-101
-0.2% -$5.78K 1.18% 18
2023
Q4 		$2.96M Buy
56,202
+27
+0% +$1.43K 1.16% 17
2023
Q3 		$2.99M Buy
+56,175
New +$2.99M 1.38% 15

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 $3.38T AUM 44.17% 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 Security Advisor's WMT Position: Q2 2026 in Review

Financial Security Advisor reduced its Walmart Inc (WMT) stake by 3.3% in Q2 2026, selling an estimated $190K and leaving 44,487 shares worth $5.04M. The position accounts for 0.82% of the portfolio, ranked #24.

Financial Security Advisor first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.73M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Security Advisor held 44,487 shares of Walmart Inc worth $5.04M as of Q2 2026.
  • Financial Security Advisor sold 1,530 Walmart Inc shares in Q2 2026, an estimated $190K.
  • Walmart Inc made up 0.82% of Financial Security Advisor's portfolio in Q2 2026, its #24 holding.
  • Financial Security Advisor first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Financial Security Advisor's Walmart Inc position peaked at $5.73M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.