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Formidable Asset Management’s Walmart Inc WMT Stock Holding History

Formidable Asset Management’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 		$3.85M Sell
31,004
-144
-0.5% -$17.9K 0.61% 31
2026
Q1 		$3.47M Sell
31,148
-298
-0.9% -$36.6K 0.54% 34
2025
Q4 		$3.24M Sell
31,446
-490
-2% -$52.6K 0.47% 39
2025
Q3 		$3.12M Buy
31,936
+262
+0.8% +$26.1K 0.49% 38
2025
Q2 		$2.78M Sell
31,674
-202
-0.6% -$19.2K 0.47% 41
2025
Q1 		$2.8M Sell
31,876
-399
-1% -$37.4K 0.47% 41
2024
Q4 		$2.92M Buy
32,275
+14
+0% +$1.22K 0.48% 39
2024
Q3 		$2.61M Sell
32,261
-423
-1% -$31.1K 0.42% 43
2024
Q2 		$2.21M Buy
32,684
+419
+1% +$26.4K 0.36% 52
2024
Q1 		$1.94M Buy
32,265
+25,317
+364% +$1.45M 0.32% 63
2023
Q4 		$365K Hold
6,948
– – 0.08% 206
2023
Q3 		$370K Sell
6,948
-300
-4% -$16K 0.08% 204
2023
Q2 		$380K Sell
7,248
-198
-3% -$9.99K 0.08% 197
2023
Q1 		$367K Buy
7,446
+3
+0% +$142 0.08% 202
2022
Q4 		$352K Sell
7,443
-300
-4% -$14.2K 0.08% 211
2022
Q3 		$363K Buy
7,743
+27
+0.3% +$1.18K 0.08% 195
2022
Q2 		$324K Sell
7,716
-159
-2% -$7.33K 0.07% 221
2022
Q1 		$391K Sell
7,875
-60
-0.8% -$2.82K 0.08% 217
2021
Q4 		$379K Sell
7,935
-3
-0% -$143 0.07% 221
2021
Q3 		$369K Buy
7,938
+306
+4% +$14.7K 0.07% 237
2021
Q2 		$358K Sell
7,632
-1,164
-13% -$54.2K 0.08% 206
2021
Q1 		$398K Buy
8,796
+591
+7% +$27.4K 0.09% 183
2020
Q4 		$398K Buy
8,205
+450
+6% +$21.9K 0.09% 174
2020
Q3 		$362K Buy
7,755
+714
+10% +$31.7K 0.11% 159
2020
Q2 		$296K Buy
7,041
+42
+0.6% +$1.73K 0.09% 179
2020
Q1 		$265K Sell
6,999
-210
-3% -$8.08K 0.1% 150
2019
Q4 		$280K Buy
+7,209
New +$286K 0.09% 165
2019
Q3 		– Sell
-5,679
Closed -$209K – 235
2019
Q2 		$209K Buy
+5,679
New +$196K 0.07% 190
2016
Q2 		– Sell
-240
Closed -$5K – 429
2016
Q1 		$5K Hold
240
– – ﹤0.01% 410
2015
Q4 		$5K Sell
240
-17,172
-99% -$345K ﹤0.01% 459
2015
Q3 		$376K Hold
17,412
– – 0.25% 96
2015
Q2 		$412K Hold
17,412
– – 0.26% 88
2015
Q1 		$458K Hold
17,412
– – 0.3% 77
2014
Q4 		$498K Buy
17,412
+300
+2% +$8.11K 0.34% 70
2014
Q3 		$435K Buy
17,112
+5,484
+47% +$138K 0.29% 83
2014
Q2 		$291K Hold
11,628
– – 0.18% 111
2014
Q1 		$309K Hold
11,628
– – 0.22% 94
2013
Q4 		$286K Hold
11,628
– – 0.19% 108
2013
Q3 		$286K Buy
+11,628
New +$293K 0.25% 90

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Formidable Asset Management's WMT Position: Q2 2026 in Review

Formidable Asset Management reduced its Walmart Inc (WMT) stake by 0.46% in Q2 2026, selling an estimated $17.9K and leaving 31,004 shares worth $3.85M. The position accounts for 0.61% of the portfolio, ranked #31.

Formidable Asset Management first reported a position in WMT in Q3 2013 and has held it in 39 quarters since. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Formidable Asset Management held 31,004 shares of Walmart Inc worth $3.85M as of Q2 2026.
  • Formidable Asset Management sold 144 Walmart Inc shares in Q2 2026, an estimated $17.9K.
  • Walmart Inc made up 0.61% of Formidable Asset Management's portfolio in Q2 2026, its #31 holding.
  • Formidable Asset Management first reported a position in Walmart Inc in Q3 2013 and has held it in 39 quarters since.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.