Financial Symmetry’s Walmart Inc WMT Stock Holding History

Financial Symmetry’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	$299K	Buy	2,639 +171	+7%	+$21.2K	0.1%	49
2026 Q1	$326K	Buy	2,468 +41	+2%	+$5.03K	0.12%	44
2025 Q4	$270K	Sell	2,427 -238	-9%	-$25.6K	0.11%	49
2025 Q3	$275K	Buy	2,665 +4	+0.2%	+$398	0.12%	44
2025 Q2	$260K	Buy	2,661 +4	+0.2%	+$381	0.13%	42
2025 Q1	$233K	Buy	+2,657	New	+$249K	0.14%	46

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Symmetry's WMT Position: Q2 2026 in Review

Financial Symmetry increased its Walmart Inc (WMT) stake by 6.9% in Q2 2026, buying an estimated $21.2K and bringing the position to 2,639 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #49.

Financial Symmetry first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Financial Symmetry held 2,639 shares of Walmart Inc worth $299K as of Q2 2026.
Financial Symmetry bought 171 Walmart Inc shares in Q2 2026, an estimated $21.2K.
Walmart Inc made up 0.1% of Financial Symmetry's portfolio in Q2 2026, its #49 holding.
Financial Symmetry first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Financial Symmetry's Walmart Inc position peaked at $326K in Q1 2026.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.