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Kaizen Financial Strategies’s Walmart Inc WMT Stock Holding History

Kaizen Financial Strategies’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
2021
Q1 		$43K Buy
+30,000
New +$1.39M 0.04% 134

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

Kaizen Financial Strategies's WMT Position: Q2 2026 in Review

Kaizen Financial Strategies opened a new position in Walmart Inc (WMT) in Q2 2026: 2,200 shares worth $239K. The stake represents 0.08% of the portfolio and ranks #155 among its holdings. This is a return to the name: Kaizen Financial Strategies previously reported a position in WMT as recently as Q1 2021.

Kaizen Financial Strategies first reported a position in WMT in Q1 2021 and has held it in 2 quarters since. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kaizen Financial Strategies held 2,200 shares of Walmart Inc worth $239K as of Q2 2026.
  • Walmart Inc was a new Kaizen Financial Strategies position in Q2 2026.
  • Walmart Inc made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #155 holding.
  • Kaizen Financial Strategies first reported a position in Walmart Inc in Q1 2021 and has held it in 2 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.