Future Financial Wealth Management’s Walmart Inc WMT Stock Holding History

Future Financial Wealth 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	$460K	Buy	4,246 +122	+3%	+$15.1K	0.29%	60
2026 Q1	$515K	Hold	4,124	–	–	0.33%	57
2025 Q4	$490K	Sell	4,124 -26	-0.6%	-$2.79K	0.33%	62
2025 Q3	$428K	Sell	4,150 -200	-5%	-$19.9K	0.27%	71
2025 Q2	$425K	Hold	4,350	–	–	0.29%	68
2025 Q1	$382K	Hold	4,350	–	–	0.28%	69
2024 Q4	$393K	Hold	4,350	–	–	0.29%	69
2024 Q3	$351K	Hold	4,350	–	–	0.25%	78
2024 Q2	$295K	Hold	4,350	–	–	0.26%	83
2024 Q1	$262K	Hold	4,350	–	–	0.2%	90
2023 Q4	$229K	Hold	4,350	–	–	0.23%	90
2023 Q3	$232K	Hold	4,350	–	–	0.26%	91
2023 Q2	$228K	Buy	+4,350	New	+$219K	0.24%	94
2022 Q2	–	Sell	-3,540	Closed	-$176K	–	484
2022 Q1	$176K	Sell	3,540 -735	-17%	-$34.5K	0.15%	136
2021 Q4	$206K	Hold	4,275	–	–	0.16%	122
2021 Q3	$201K	Hold	4,275	–	–	0.21%	116
2021 Q2	$201K	Buy	+4,275	New	+$199K	0.21%	116
2021 Q1	–	Sell	-5,460	Closed	-$262K	–	127
2020 Q4	$262K	Buy	+5,460	New	+$265K	0.3%	95

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

Future Financial Wealth Management's WMT Position: Q2 2026 in Review

Future Financial Wealth Management increased its Walmart Inc (WMT) stake by 3% in Q2 2026, buying an estimated $15.1K and bringing the position to 4,246 shares worth $460K. The position accounts for 0.29% of the portfolio, ranked #60.

Future Financial Wealth Management first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. The position peaked at $515K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Future Financial Wealth Management held 4,246 shares of Walmart Inc worth $460K as of Q2 2026.
Future Financial Wealth Management bought 122 Walmart Inc shares in Q2 2026, an estimated $15.1K.
Walmart Inc made up 0.29% of Future Financial Wealth Management's portfolio in Q2 2026, its #60 holding.
Future Financial Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
Future Financial Wealth Management's Walmart Inc position peaked at $515K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.