JF
WMT icon

JSF Financial’s Walmart Inc WMT Stock Holding History

JSF 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 		$2.02M Buy
17,838
+424
+2% +$52.6K 0.32% 40
2026
Q1 		$2.16M Sell
17,414
-811
-4% -$99.6K 0.42% 32
2025
Q4 		$2.03M Sell
18,225
-125
-0.7% -$13.4K 0.42% 34
2025
Q3 		$1.89M Sell
18,350
-881
-5% -$87.7K 0.42% 36
2025
Q2 		$1.88M Buy
19,231
+6,032
+46% +$575K 0.45% 32
2025
Q1 		$1.16M Sell
13,199
-1,246
-9% -$117K 0.31% 47
2024
Q4 		$1.31M Buy
14,445
+102
+0.7% +$8.85K 0.35% 42
2024
Q3 		$1.16M Buy
14,343
+1,316
+10% +$96.6K 0.34% 40
2024
Q2 		$882K Buy
+13,027
New +$820K 0.27% 49
2023
Q4 		– Sell
-13,647
Closed -$728K – 118
2023
Q3 		$728K Sell
13,647
-159
-1% -$8.46K 0.28% 46
2023
Q2 		$723K Buy
13,806
+120
+0.9% +$6.05K 0.26% 49
2023
Q1 		$673K Buy
13,686
+1,533
+13% +$72.8K 0.25% 56
2022
Q4 		$574K Buy
+12,153
New +$577K 0.21% 70
2021
Q3 		– Sell
-6,525
Closed -$307K – 119
2021
Q2 		$307K Buy
6,525
+591
+10% +$27.5K 0.18% 70
2021
Q1 		$269K Buy
+5,934
New +$275K 0.17% 66

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

JSF Financial's WMT Position: Q2 2026 in Review

JSF Financial increased its Walmart Inc (WMT) stake by 2.4% in Q2 2026, buying an estimated $52.6K and bringing the position to 17,838 shares worth $2.02M. The position accounts for 0.32% of the portfolio, ranked #40.

JSF Financial first reported a position in WMT in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.16M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • JSF Financial held 17,838 shares of Walmart Inc worth $2.02M as of Q2 2026.
  • JSF Financial bought 424 Walmart Inc shares in Q2 2026, an estimated $52.6K.
  • Walmart Inc made up 0.32% of JSF Financial's portfolio in Q2 2026, its #40 holding.
  • JSF Financial first reported a position in Walmart Inc in Q1 2021 and has held it in 15 quarters since.
  • JSF Financial's Walmart Inc position peaked at $2.16M in Q1 2026.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.