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Francis Financial’s Walmart Inc WMT Stock Holding History

Francis Financial’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 		$323K Buy
2,853
+129
+5% +$16K 0.05% 96
2026
Q1 		$339K Buy
2,724
+102
+4% +$12.5K 0.06% 78
2025
Q4 		$292K Sell
2,622
-4
-0.2% -$429 0.06% 89
2025
Q3 		$508K Buy
2,626
+195
+8% +$19.4K 0.09% 72
2025
Q2 		$238K Buy
+2,431
New +$232K 0.05% 86
2024
Q4 		– Sell
-2,939
Closed -$237K – 100
2024
Q3 		$237K Buy
+2,939
New +$216K 0.06% 85

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Francis Financial's WMT Position: Q2 2026 in Review

Francis Financial increased its Walmart Inc (WMT) stake by 4.7% in Q2 2026, buying an estimated $16K and bringing the position to 2,853 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #96.

Francis Financial first reported a position in WMT in Q3 2024 and has held it in 6 quarters since. The position peaked at $508K in Q3 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Francis Financial held 2,853 shares of Walmart Inc worth $323K as of Q2 2026.
  • Francis Financial bought 129 Walmart Inc shares in Q2 2026, an estimated $16K.
  • Walmart Inc made up 0.05% of Francis Financial's portfolio in Q2 2026, its #96 holding.
  • Francis Financial first reported a position in Walmart Inc in Q3 2024 and has held it in 6 quarters since.
  • Francis Financial's Walmart Inc position peaked at $508K in Q3 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.