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Independence Financial Advisors’s Walmart Inc WMT Stock Holding History

Independence Financial Advisors’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 		– Sell
-3,243
Closed -$403K – 60
2026
Q1 		$403K Sell
3,243
-336
-9% -$41.3K 0.12% 40
2025
Q4 		$399K Buy
3,579
+19
+0.5% +$2.04K 0.11% 42
2025
Q3 		$367K Sell
3,560
-237
-6% -$23.6K 0.11% 43
2025
Q2 		$371K Sell
3,797
-34
-0.9% -$3.24K 0.14% 43
2025
Q1 		$336K Buy
+3,831
New +$359K 0.13% 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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Independence Financial Advisors's WMT Position: Q2 2026 in Review

Independence Financial Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 3,243 shares — an estimated $403K sold.

Independence Financial Advisors first reported a position in WMT in Q1 2025 and held it in 5 quarters. The position peaked at $403K in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Independence Financial Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Independence Financial Advisors sold 3,243 Walmart Inc shares in Q2 2026, an estimated $403K.
  • Independence Financial Advisors first reported a position in Walmart Inc in Q1 2025 and held it in 5 quarters.
  • Independence Financial Advisors's Walmart Inc position peaked at $403K in Q1 2026.
  • 2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.