First Business Financial Services’s Walmart Inc WMT Stock Holding History

First Business Financial Services’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	$1.09M	Buy	9,601 +787	+9%	+$97.7K	0.08%	86
2026 Q1	$1.1M	Buy	8,814 +505	+6%	+$62K	0.1%	80
2025 Q4	$926K	Sell	8,309 -283	-3%	-$30.4K	0.09%	82
2025 Q3	$885K	Sell	8,592 -18	-0.2%	-$1.79K	0.08%	89
2025 Q2	$842K	Hold	8,610	–	–	0.08%	90
2025 Q1	$756K	Buy	8,610 +554	+7%	+$52K	0.07%	97
2024 Q4	$728K	Hold	8,056	–	–	0.07%	98
2024 Q3	$651K	Hold	8,056	–	–	0.07%	99
2024 Q2	$545K	Buy	8,056 +178	+2%	+$11.2K	0.06%	103
2024 Q1	$474K	Hold	7,878	–	–	0.05%	111
2023 Q4	$414K	Sell	7,878 -42	-0.5%	-$2.22K	0.05%	115
2023 Q3	$422K	Buy	7,920 +597	+8%	+$31.8K	0.05%	115
2023 Q2	$384K	Buy	7,323 +57	+0.8%	+$2.88K	0.05%	120
2023 Q1	$357K	Buy	7,266 +255	+4%	+$12.1K	0.04%	121
2022 Q4	$331K	Hold	7,011	–	–	0.04%	123
2022 Q3	$303K	Hold	7,011	–	–	0.04%	129
2022 Q2	$284K	Sell	7,011 -108	-2%	-$4.98K	0.04%	133
2022 Q1	$353K	Hold	7,119	–	–	0.04%	125
2021 Q4	$343K	Buy	7,119 +600	+9%	+$28.6K	0.04%	126
2021 Q3	$303K	Buy	6,519 +18	+0.3%	+$867	0.03%	131
2021 Q2	$306K	Hold	6,501	–	–	0.04%	130
2021 Q1	$294K	Buy	6,501 +201	+3%	+$9.31K	0.04%	118
2020 Q4	$303K	Hold	6,300	–	–	0.04%	110
2020 Q3	$294K	Hold	6,300	–	–	0.05%	104
2020 Q2	$252K	Hold	6,300	–	–	0.05%	110
2020 Q1	$239K	Sell	6,300 -426	-6%	-$16.4K	0.05%	103
2019 Q4	$266K	Hold	6,726	–	–	0.04%	111
2019 Q3	$266K	Hold	6,726	–	–	0.05%	102
2019 Q2	$248K	Sell	6,726 -249	-4%	-$8.58K	0.04%	108
2019 Q1	$227K	Hold	6,975	–	–	0.04%	103
2018 Q4	$217K	Buy	+6,975	New	+$224K	0.04%	138

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

First Business Financial Services's WMT Position: Q2 2026 in Review

First Business Financial Services increased its Walmart Inc (WMT) stake by 8.9% in Q2 2026, buying an estimated $97.7K and bringing the position to 9,601 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #86.

First Business Financial Services first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.1M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

First Business Financial Services held 9,601 shares of Walmart Inc worth $1.09M as of Q2 2026.
First Business Financial Services bought 787 Walmart Inc shares in Q2 2026, an estimated $97.7K.
Walmart Inc made up 0.08% of First Business Financial Services's portfolio in Q2 2026, its #86 holding.
First Business Financial Services first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
First Business Financial Services's Walmart Inc position peaked at $1.1M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.