JMN Financial’s Walmart Inc WMT Stock Holding History

JMN 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	$976K	Sell	8,618 -828	-9%	-$103K	0.76%	25
2026 Q1	$1.18M	Buy	9,446 +1,425	+18%	+$175K	1.16%	14
2025 Q4	$896K	Buy	+8,021	New	+$861K	0.89%	19

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

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JMN Financial's WMT Position: Q2 2026 in Review

JMN Financial reduced its Walmart Inc (WMT) stake by 8.8% in Q2 2026, selling an estimated $103K and leaving 8,618 shares worth $976K. The position accounts for 0.76% of the portfolio, ranked #25.

JMN Financial first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

JMN Financial held 8,618 shares of Walmart Inc worth $976K as of Q2 2026.
JMN Financial sold 828 Walmart Inc shares in Q2 2026, an estimated $103K.
Walmart Inc made up 0.76% of JMN Financial's portfolio in Q2 2026, its #25 holding.
JMN Financial first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
JMN Financial's Walmart Inc position peaked at $1.18M in Q1 2026.
4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.