Financial Synergies Wealth Advisors’s Walmart Inc WMT Stock Holding History

Financial Synergies Wealth Advisors’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	$3.32M	Sell	29,299 -197	-0.7%	-$24.5K	0.28%	34
2026 Q1	$3.67M	Sell	29,496 -990	-3%	-$122K	0.35%	31
2025 Q4	$3.4M	Buy	30,486 +1,160	+4%	+$125K	0.33%	30
2025 Q3	$3.02M	Sell	29,326 -277	-0.9%	-$27.6K	0.31%	31
2025 Q2	$2.89M	Buy	+29,603	New	+$2.82M	0.32%	31
2024 Q2	–	Sell	-967	Closed	-$58.2K	–	481
2024 Q1	$58.2K	Buy	967 +637	+193%	+$36.4K	0.01%	120
2023 Q4	$15.6K	Sell	330 -1,011	-75%	-$53.5K	﹤0.01%	153
2023 Q3	$71.6K	Hold	1,341	–	–	0.01%	97
2023 Q2	$70.2K	Sell	1,341 -69	-5%	-$3.48K	0.01%	97
2023 Q1	$69.3K	Buy	1,410 +1,080	+327%	+$51.3K	0.01%	99
2022 Q4	$15.6K	Buy	+330	New	+$15.7K	﹤0.01%	153

Other funds holding WMT

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Synergies Wealth Advisors's WMT Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.67% in Q2 2026, selling an estimated $24.5K and leaving 29,299 shares worth $3.32M. The position accounts for 0.28% of the portfolio, ranked #34.

Financial Synergies Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.67M in Q1 2026. 1,772 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Financial Synergies Wealth Advisors held 29,299 shares of Walmart Inc worth $3.32M as of Q2 2026.
Financial Synergies Wealth Advisors sold 197 Walmart Inc shares in Q2 2026, an estimated $24.5K.
Walmart Inc made up 0.28% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Financial Synergies Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 11 quarters since.
Financial Synergies Wealth Advisors's Walmart Inc position peaked at $3.67M in Q1 2026.
1,772 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.