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Financial Solutions Advisory Group’s Walmart Inc WMT Stock Holding History

Financial Solutions Advisory 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 		$880K Buy
7,841
+743
+10% +$92.2K 0.11% 76
2026
Q1 		$882K Buy
+7,098
New +$871K 0.12% 72

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Financial Solutions Advisory Group's WMT Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $92.2K and bringing the position to 7,841 shares worth $880K. The position accounts for 0.11% of the portfolio, ranked #76.

Financial Solutions Advisory Group first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $882K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Solutions Advisory Group held 7,841 shares of Walmart Inc worth $880K as of Q2 2026.
  • Financial Solutions Advisory Group bought 743 Walmart Inc shares in Q2 2026, an estimated $92.2K.
  • Walmart Inc made up 0.11% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #76 holding.
  • Financial Solutions Advisory Group first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Walmart Inc position peaked at $882K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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