Forum Finance Group’s Walmart Inc WMT Stock Holding History

Forum Finance Group’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	$109K	Buy	1,190 +1,160	+3,867%	+$144K	0.04%	184
2026 Q1	$3K	Buy	+30	New	+$3.68K	﹤0.01%	303

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

Forum Finance Group's WMT Position: Q2 2026 in Review

Forum Finance Group increased its Walmart Inc (WMT) stake by 3,867% in Q2 2026, buying an estimated $144K and bringing the position to 1,190 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #184.

Forum Finance Group first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Forum Finance Group held 1,190 shares of Walmart Inc worth $109K as of Q2 2026.
Forum Finance Group bought 1,160 Walmart Inc shares in Q2 2026, an estimated $144K.
Walmart Inc made up 0.04% of Forum Finance Group's portfolio in Q2 2026, its #184 holding.
Forum Finance Group first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.