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Kelly Financial Services’s Walmart Inc WMT Stock Holding History

Kelly Financial Services’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 		$344K Sell
3,038
-1
-0% -$124 0.07% 95
2026
Q1 		$378K Buy
+3,039
New +$373K 0.09% 83
2024
Q3 		– Sell
-980
Closed -$66.4K – 758
2024
Q2 		$66.4K Buy
980
+2
+0.2% +$126 0.02% 198
2024
Q1 		$58.9K Hold
978
– – 0.02% 203
2023
Q4 		$51.4K Sell
978
-105
-10% -$5.56K 0.02% 199
2023
Q3 		$57.7K Sell
1,083
-237
-18% -$12.6K 0.03% 169
2023
Q2 		$69.2K Hold
1,320
– – 0.03% 158
2023
Q1 		$64.8K Sell
1,320
-48
-4% -$2.28K 0.03% 155
2022
Q4 		$64.7K Hold
1,368
– – 0.03% 148
2022
Q3 		$59.2K Buy
1,368
+51
+4% +$2.23K 0.03% 144
2022
Q2 		$53.4K Buy
1,317
+15
+1% +$692 0.03% 152
2022
Q1 		$64.7K Hold
1,302
– – 0.03% 151
2021
Q4 		$62.8K Sell
1,302
-789
-38% -$37.7K 0.03% 150
2021
Q3 		$97.2K Sell
2,091
-186,972
-99% -$9.01M 0.05% 110
2021
Q2 		$447K Buy
189,063
+187,695
+13,720% +$8.74M 0.02% 196
2021
Q1 		$62K Sell
1,368
-300
-18% -$13.9K 0.04% 107
2020
Q4 		$80.2K Sell
1,668
-27
-2% -$1.31K 0.05% 86
2020
Q3 		$79.1K Buy
1,695
+330
+24% +$14.7K 0.06% 72
2020
Q2 		$54.5K Hold
1,365
– – 0.04% 85
2020
Q1 		$51.7K Hold
1,365
– – 0.06% 69
2019
Q4 		$54K Hold
1,365
– – 0.04% 80
2019
Q3 		$54K Buy
1,365
+168
+14% +$6.34K 0.05% 76
2019
Q2 		$44K Buy
1,197
+3
+0.3% +$103 0.04% 86
2019
Q1 		$38.8K Buy
+1,194
New +$38.7K 0.04% 91

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Kelly Financial Services's WMT Position: Q2 2026 in Review

Kelly Financial Services reduced its Walmart Inc (WMT) stake by 0.03% in Q2 2026, selling an estimated $124 and leaving 3,038 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #95.

Kelly Financial Services first reported a position in WMT in Q1 2019 and has held it in 24 quarters since. The position peaked at $447K in Q2 2021. 1,893 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kelly Financial Services held 3,038 shares of Walmart Inc worth $344K as of Q2 2026.
  • Kelly Financial Services sold 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.07% of Kelly Financial Services's portfolio in Q2 2026, its #95 holding.
  • Kelly Financial Services first reported a position in Walmart Inc in Q1 2019 and has held it in 24 quarters since.
  • Kelly Financial Services's Walmart Inc position peaked at $447K in Q2 2021.
  • 1,893 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.