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Financial & Tax Architects’s Walmart Inc WMT Stock Holding History

Financial & Tax Architects’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 		$7.99M Sell
70,512
-1,356
-2% -$168K 1.68% 17
2026
Q1 		$8.93M Sell
71,868
-7,182
-9% -$882K 1.99% 12
2025
Q4 		$8.81M Sell
79,050
-6,080
-7% -$653K 1.98% 11
2025
Q3 		$8.77M Buy
85,130
+4,094
+5% +$408K 1.94% 13
2025
Q2 		$7.92M Buy
81,036
+726
+0.9% +$69.2K 1.92% 13
2025
Q1 		$7.05M Sell
80,310
-3,749
-4% -$352K 1.77% 22
2024
Q4 		$7.59M Sell
84,059
-10,440
-11% -$906K 1.93% 11
2024
Q3 		$7.63M Sell
94,499
-9,479
-9% -$696K 1.96% 13
2024
Q2 		$7.04M Sell
103,978
-2,135
-2% -$134K 1.89% 13
2024
Q1 		$6.38M Buy
106,113
+93
+0.1% +$5.32K 1.76% 17
2023
Q4 		$5.57M Sell
106,020
-5,547
-5% -$294K 1.65% 22
2023
Q3 		$5.95M Buy
111,567
+1,014
+0.9% +$54K 1.85% 14
2023
Q2 		$5.79M Sell
110,553
-78
-0.1% -$3.94K 1.79% 13
2023
Q1 		$5.44M Buy
110,631
+5,628
+5% +$267K 1.79% 14
2022
Q4 		$4.92M Sell
105,003
-1,896
-2% -$90K 1.68% 24
2022
Q3 		$4.62M Buy
106,899
+9,132
+9% +$400K 1.73% 17
2022
Q2 		$3.96M Buy
97,767
+13,224
+16% +$610K 1.5% 27
2022
Q1 		$4.2M Buy
84,543
+7,173
+9% +$337K 1.58% 26
2021
Q4 		$3.73M Buy
77,370
+5,208
+7% +$249K 1.52% 28
2021
Q3 		$3.35M Buy
72,162
+4,203
+6% +$202K 1.53% 26
2021
Q2 		$3.19M Buy
67,959
+5,517
+9% +$257K 1.57% 28
2021
Q1 		$2.83M Buy
+62,442
New +$2.89M 1.59% 25

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 & Tax Architects's WMT Position: Q2 2026 in Review

Financial & Tax Architects reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $168K and leaving 70,512 shares worth $7.99M. The position accounts for 1.68% of the portfolio, ranked #17.

Financial & Tax Architects first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.93M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Financial & Tax Architects held 70,512 shares of Walmart Inc worth $7.99M as of Q2 2026.
  • Financial & Tax Architects sold 1,356 Walmart Inc shares in Q2 2026, an estimated $168K.
  • Walmart Inc made up 1.68% of Financial & Tax Architects's portfolio in Q2 2026, its #17 holding.
  • Financial & Tax Architects first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's Walmart Inc position peaked at $8.93M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.