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Johnson Financial Group LLC (Colorado)’s Walmart Inc WMT Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$864K Sell
7,632
-107
-1% -$13.3K 0.05% 103
2026
Q1 		$962K Buy
7,739
+4,690
+154% +$576K 0.06% 58
2025
Q4 		$340K Sell
3,049
-1,994
-40% -$214K 0.02% 86
2025
Q3 		$520K Buy
5,043
+2,806
+125% +$279K 0.05% 49
2025
Q2 		$219K Sell
2,237
-622
-22% -$59.3K 0.02% 74
2025
Q1 		$251K Buy
+2,859
New +$268K 0.03% 84

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Johnson Financial Group LLC (Colorado)'s WMT Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $13.3K and leaving 7,632 shares worth $864K. The position accounts for 0.05% of the portfolio, ranked #103.

Johnson Financial Group LLC (Colorado) first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $962K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 7,632 shares of Walmart Inc worth $864K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 107 Walmart Inc shares in Q2 2026, an estimated $13.3K.
  • Walmart Inc made up 0.05% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #103 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Walmart Inc position peaked at $962K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.