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Financial Strategies Group’s Walmart Inc WMT Stock Holding History

Financial Strategies 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
Q1 		$466K Sell
3,653
-564
-13% -$69.2K 0.08% 74
2025
Q4 		$482K Sell
4,217
-5
-0.1% -$537 0.09% 72
2025
Q3 		$429K Sell
4,222
-382
-8% -$38K 0.08% 73
2025
Q2 		$435K Sell
4,604
-1,003
-18% -$95.6K 0.09% 74
2025
Q1 		$527K Buy
5,607
+22
+0.4% +$2.06K 0.12% 68
2024
Q4 		$519K Sell
5,585
-233
-4% -$20.2K 0.12% 65
2024
Q3 		$467K Buy
5,818
+534
+10% +$39.2K 0.11% 62
2024
Q2 		$369K Buy
5,284
+94
+2% +$5.92K 0.09% 64
2024
Q1 		$310K Hold
5,190
– – 0.08% 64
2023
Q4 		$278K Sell
5,190
-51
-1% -$2.7K 0.08% 70
2023
Q3 		$282K Hold
5,241
– – 0.09% 69
2023
Q2 		$275K Hold
5,241
– – 0.09% 68
2023
Q1 		$258K Hold
5,241
– – 0.1% 70
2022
Q4 		$248K Sell
5,241
-117
-2% -$5.56K 0.1% 74
2022
Q3 		$232K Buy
5,358
+186
+4% +$8.15K 0.11% 74
2022
Q2 		$210K Buy
5,172
+108
+2% +$4.98K 0.09% 83
2022
Q1 		$251K Hold
5,064
– – 0.1% 80
2021
Q4 		$244K Sell
5,064
-195
-4% -$9.31K 0.1% 70
2021
Q3 		$244K Buy
5,259
+177
+3% +$8.53K 0.11% 69
2021
Q2 		$239K Sell
5,082
-24
-0.5% -$1.12K 0.11% 69
2021
Q1 		$231K Hold
5,106
– – 0.12% 67
2020
Q4 		$245K Buy
+5,106
New +$248K 0.14% 56
2020
Q3 		– Sell
-5,097
Closed -$204K – 59
2020
Q2 		$204K Buy
+5,097
New +$210K 0.15% 44
2020
Q1 		– Sell
-5,097
Closed -$202K – 52
2019
Q4 		$202K Buy
+5,097
New +$202K 0.16% 46

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Strategies Group's WMT Position: Q1 2026 in Review

Financial Strategies Group reduced its Walmart Inc (WMT) stake by 13% in Q1 2026, selling an estimated $69.2K and leaving 3,653 shares worth $466K. The position accounts for 0.08% of the portfolio, ranked #74.

Financial Strategies Group first reported a position in WMT in Q4 2019 and has held it in 24 quarters since. The position peaked at $527K in Q1 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Financial Strategies Group held 3,653 shares of Walmart Inc worth $466K as of Q1 2026.
  • Financial Strategies Group sold 564 Walmart Inc shares in Q1 2026, an estimated $69.2K.
  • Walmart Inc made up 0.08% of Financial Strategies Group's portfolio in Q1 2026, its #74 holding.
  • Financial Strategies Group first reported a position in Walmart Inc in Q4 2019 and has held it in 24 quarters since.
  • Financial Strategies Group's Walmart Inc position peaked at $527K in Q1 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.