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Forum Financial Management’s Walmart Inc WMT Stock Holding History

Forum Financial 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 		$4.71M Buy
41,617
+86
+0.2% +$10.7K 0.06% 51
2026
Q1 		$5.16M Sell
41,531
-32,438
-44% -$3.98M 0.07% 47
2025
Q4 		$8.24M Buy
73,969
+1,205
+2% +$129K 0.11% 44
2025
Q3 		$7.5M Sell
72,764
-650
-0.9% -$64.7K 0.1% 44
2025
Q2 		$7.18M Sell
73,414
-656
-0.9% -$62.5K 0.11% 42
2025
Q1 		$6.5M Sell
74,070
-1,030
-1% -$96.6K 0.11% 43
2024
Q4 		$6.79M Buy
75,100
+2,897
+4% +$251K 0.11% 42
2024
Q3 		$5.83M Buy
72,203
+2,477
+4% +$182K 0.1% 45
2024
Q2 		$4.72M Sell
69,726
-2,797
-4% -$176K 0.09% 48
2024
Q1 		$4.36M Buy
72,523
+1,807
+3% +$103K 0.07% 58
2023
Q4 		$3.72M Buy
70,716
+9,984
+16% +$528K 0.07% 55
2023
Q3 		$3.24M Buy
60,732
+1,563
+3% +$83.2K 0.07% 55
2023
Q2 		$3.1M Buy
59,169
+1,497
+3% +$75.5K 0.07% 56
2023
Q1 		$2.83M Sell
57,672
-15
-0% -$712 0.08% 59
2022
Q4 		$2.73M Buy
57,687
+903
+2% +$42.9K 0.09% 55
2022
Q3 		$2.46M Buy
56,784
+4,560
+9% +$200K 0.12% 53
2022
Q2 		$2.12M Sell
52,224
-10,989
-17% -$507K 0.11% 58
2022
Q1 		$3.14M Sell
63,213
-1,941
-3% -$91.1K 0.15% 40
2021
Q4 		$3.14M Buy
+65,154
New +$3.11M 0.16% 39

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Forum Financial Management's WMT Position: Q2 2026 in Review

Forum Financial Management increased its Walmart Inc (WMT) stake by 0.21% in Q2 2026, buying an estimated $10.7K and bringing the position to 41,617 shares worth $4.71M. The position accounts for 0.06% of the portfolio, ranked #51.

Forum Financial Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.24M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Forum Financial Management held 41,617 shares of Walmart Inc worth $4.71M as of Q2 2026.
  • Forum Financial Management bought 86 Walmart Inc shares in Q2 2026, an estimated $10.7K.
  • Walmart Inc made up 0.06% of Forum Financial Management's portfolio in Q2 2026, its #51 holding.
  • Forum Financial Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Walmart Inc position peaked at $8.24M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.