JDM Financial Group’s Walmart Inc WMT Stock Holding History

JDM Financial Group’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	$74.4K	Hold	657	–	–	0.03%	94
2026 Q1	$81.7K	Hold	657	–	–	0.03%	85
2025 Q4	$73.2K	Hold	657	–	–	0.03%	89
2025 Q3	$67.7K	Hold	657	–	–	0.03%	85
2025 Q2	$64.3K	Hold	657	–	–	0.03%	81
2025 Q1	$57.7K	Hold	657	–	–	0.03%	81
2024 Q4	$59.4K	Hold	657	–	–	0.03%	78
2024 Q3	$53.1K	Buy	657 +58	+10%	+$4.26K	0.03%	84
2024 Q2	$40.6K	Hold	599	–	–	0.03%	88
2024 Q1	$36.1K	Sell	599 -1	-0.2%	-$57	0.03%	86
2023 Q4	$31.5K	Hold	600	–	–	0.03%	85
2023 Q3	$31.9K	Hold	600	–	–	0.03%	81
2023 Q2	$31.4K	Buy	600 +6	+1%	+$303	0.03%	86
2023 Q1	$29.3K	Hold	594	–	–	0.03%	87
2022 Q4	$28K	Buy	+594	New	+$28.2K	0.03%	87

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JDM Financial Group's WMT Position: Q2 2026 in Review

JDM Financial Group held its Walmart Inc (WMT) position steady in Q2 2026 at 657 shares worth $74.4K. The position accounts for 0.03% of the portfolio, ranked #94.

JDM Financial Group first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $81.7K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

JDM Financial Group held 657 shares of Walmart Inc worth $74.4K as of Q2 2026.
JDM Financial Group left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.03% of JDM Financial Group's portfolio in Q2 2026, its #94 holding.
JDM Financial Group first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Walmart Inc position peaked at $81.7K in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.