Finivi Inc’s Walmart Inc WMT Stock Holding History

Finivi Inc’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	$5.54M	Sell	48,945 -3,100	-6%	-$385K	2.84%	9
2026 Q1	$6.47M	Buy	52,045 +3,257	+7%	+$400K	3.53%	4
2025 Q4	$5.44M	Sell	48,788 -2,182	-4%	-$234K	3.14%	9
2025 Q3	$5.25M	Buy	50,970 +281	+0.6%	+$28K	3.35%	8
2025 Q2	$4.96M	Buy	50,689 +685	+1%	+$65.3K	3.36%	6
2025 Q1	$4.39M	Sell	50,004 -468	-0.9%	-$43.9K	3.53%	5
2024 Q4	$4.56M	Sell	50,472 -11,559	-19%	-$1M	3.64%	7
2024 Q3	$5.01M	Sell	62,031 -1,206	-2%	-$88.6K	4.06%	3
2024 Q2	$4.28M	Buy	63,237 +1,410	+2%	+$88.8K	3.55%	7
2024 Q1	$3.72M	Sell	61,827 -291	-0.5%	-$16.6K	3.37%	6
2023 Q4	$3.26M	Buy	+62,118	New	+$3.29M	3.19%	6
2021 Q4	$3.12M	Buy	+62,409	New	+$2.98M	3.3%	8

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Finivi Inc's WMT Position: Q2 2026 in Review

Finivi Inc reduced its Walmart Inc (WMT) stake by 6% in Q2 2026, selling an estimated $385K and leaving 48,945 shares worth $5.54M. The position accounts for 2.84% of the portfolio, ranked #9.

Finivi Inc first reported a position in WMT in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.47M in Q1 2026. 4,325 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Finivi Inc held 48,945 shares of Walmart Inc worth $5.54M as of Q2 2026.
Finivi Inc sold 3,100 Walmart Inc shares in Q2 2026, an estimated $385K.
Walmart Inc made up 2.84% of Finivi Inc's portfolio in Q2 2026, its #9 holding.
Finivi Inc first reported a position in Walmart Inc in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's Walmart Inc position peaked at $6.47M in Q1 2026.
4,325 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.