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J. Team Financial’s Walmart Inc WMT Stock Holding History

J. Team 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 		$356K Sell
3,143
-42
-1% -$5.21K 0.35% 61
2026
Q1 		$396K Sell
3,185
-1,294
-29% -$159K 0.44% 47
2025
Q4 		$499K Sell
4,479
-785
-15% -$84.3K 0.5% 42
2025
Q3 		$542K Buy
+5,264
New +$524K 0.55% 38

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

J. Team Financial's WMT Position: Q2 2026 in Review

J. Team Financial reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $5.21K and leaving 3,143 shares worth $356K. The position accounts for 0.35% of the portfolio, ranked #61.

J. Team Financial first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $542K in Q3 2025. 2,793 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • J. Team Financial held 3,143 shares of Walmart Inc worth $356K as of Q2 2026.
  • J. Team Financial sold 42 Walmart Inc shares in Q2 2026, an estimated $5.21K.
  • Walmart Inc made up 0.35% of J. Team Financial's portfolio in Q2 2026, its #61 holding.
  • J. Team Financial first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Walmart Inc position peaked at $542K in Q3 2025.
  • 2,793 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.