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Global Financial Private Client’s Walmart Inc WMT Stock Holding History

Global Financial Private Client’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 		$2.64M Buy
23,331
+416
+2% +$51.6K 0.72% 34
2026
Q1 		$2.85M Buy
22,915
+507
+2% +$62.2K 0.93% 25
2025
Q4 		$2.5M Buy
22,408
+81
+0.4% +$8.7K 0.88% 27
2025
Q3 		$2.3M Sell
22,327
-302
-1% -$30.1K 0.82% 28
2025
Q2 		$2.21M Buy
22,629
+3,105
+16% +$296K 0.83% 28
2025
Q1 		$1.71M Sell
19,524
-1
-0% -$94 0.65% 35
2024
Q4 		$1.76M Buy
19,525
+11,375
+140% +$987K 0.66% 39
2024
Q3 		$658K Buy
8,150
+812
+11% +$59.6K 0.26% 105
2024
Q2 		$497K Hold
7,338
– – 0.21% 123
2024
Q1 		$440K Hold
7,338
– – 0.19% 130
2023
Q4 		$386K Hold
7,338
– – 0.18% 134
2023
Q3 		$392K Sell
7,338
-75
-1% -$3.99K 0.2% 120
2023
Q2 		$391K Hold
7,413
– – 0.19% 118
2023
Q1 		$368K Buy
7,413
+105
+1% +$4.98K 0.19% 118
2022
Q4 		$345K Sell
7,308
-14,925
-67% -$709K 0.19% 106
2022
Q3 		$982K Buy
22,233
+468
+2% +$20.5K 0.57% 44
2022
Q2 		$890K Buy
21,765
+14,991
+221% +$691K 0.5% 50
2022
Q1 		$341K Sell
6,774
-12,930
-66% -$607K 0.16% 117
2021
Q4 		$950K Sell
19,704
-132
-0.7% -$6.3K 0.46% 51
2021
Q3 		$906K Buy
19,836
+474
+2% +$22.8K 0.47% 54
2021
Q2 		$899K Buy
19,362
+3,120
+19% +$145K 0.5% 49
2021
Q1 		$734K Sell
16,242
-6,567
-29% -$304K 0.53% 46
2020
Q4 		$1.1M Sell
22,809
-513
-2% -$24.9K 0.87% 24
2020
Q3 		$1.11M Sell
23,322
-3,876
-14% -$172K 0.97% 22
2020
Q2 		$1.09M Buy
27,198
+522
+2% +$21.5K 0.94% 23
2020
Q1 		$1.01M Buy
26,676
+450
+2% +$17.3K 1.07% 20
2019
Q4 		$1.04M Buy
+26,226
New +$1.04M 0.87% 21

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

Global Financial Private Client's WMT Position: Q2 2026 in Review

Global Financial Private Client increased its Walmart Inc (WMT) stake by 1.8% in Q2 2026, buying an estimated $51.6K and bringing the position to 23,331 shares worth $2.64M. The position accounts for 0.72% of the portfolio, ranked #34.

Global Financial Private Client first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.85M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Global Financial Private Client held 23,331 shares of Walmart Inc worth $2.64M as of Q2 2026.
  • Global Financial Private Client bought 416 Walmart Inc shares in Q2 2026, an estimated $51.6K.
  • Walmart Inc made up 0.72% of Global Financial Private Client's portfolio in Q2 2026, its #34 holding.
  • Global Financial Private Client first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Walmart Inc position peaked at $2.85M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.