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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
Q2 		$403K Sell
3,648
-5
-0.1% -$621 0.06% 76
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 $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 $3.37T AUM 44.26% 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 Strategies Group's WMT Position: Q2 2026 in Review

Financial Strategies Group reduced its Walmart Inc (WMT) stake by 0.14% in Q2 2026, selling an estimated $621 and leaving 3,648 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #76.

Financial Strategies Group first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $527K in Q1 2025. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial Strategies Group held 3,648 shares of Walmart Inc worth $403K as of Q2 2026.
  • Financial Strategies Group sold 5 Walmart Inc shares in Q2 2026, an estimated $621.
  • Walmart Inc made up 0.06% of Financial Strategies Group's portfolio in Q2 2026, its #76 holding.
  • Financial Strategies Group first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • Financial Strategies Group's Walmart Inc position peaked at $527K in Q1 2025.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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