KCFA
WMT icon

Key Client Fiduciary Advisors’s Walmart Inc WMT Stock Holding History

Key Client Fiduciary Advisors’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 		$1.76M Sell
15,544
-101
-0.6% -$12.5K 0.51% 43
2026
Q1 		$1.94M Sell
15,645
-11,343
-42% -$1.39M 0.66% 33
2025
Q4 		$3.01M Sell
26,988
-564
-2% -$60.6K 1.03% 19
2025
Q3 		$2.84M Buy
27,552
+14
+0.1% +$1.39K 0.94% 20
2025
Q2 		$2.69M Buy
27,538
+608
+2% +$57.9K 1.09% 20
2025
Q1 		$2.36M Sell
26,930
-13,567
-34% -$1.27M 1.08% 20
2024
Q4 		$3.66M Buy
40,497
+3,882
+11% +$337K 1.61% 12
2024
Q3 		$2.96M Buy
36,615
+3,381
+10% +$248K 1.32% 14
2024
Q2 		$2.25M Buy
33,234
+829
+3% +$52.2K 1.12% 17
2024
Q1 		$1.95M Buy
32,405
+1,343
+4% +$76.8K 1.03% 22
2023
Q4 		$1.63M Sell
31,062
-294
-0.9% -$15.6K 0.95% 22
2023
Q3 		$1.67M Sell
31,356
-468
-1% -$24.9K 1.03% 23
2023
Q2 		$1.67M Buy
31,824
+42
+0.1% +$2.12K 0.97% 25
2023
Q1 		$1.56M Buy
31,782
+3,375
+12% +$160K 0.97% 26
2022
Q4 		$1.34M Buy
28,407
+5,262
+23% +$250K 0.91% 29
2022
Q3 		$1M Buy
+23,145
New +$1.01M 0.91% 27

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

Key Client Fiduciary Advisors's WMT Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Walmart Inc (WMT) stake by 0.65% in Q2 2026, selling an estimated $12.5K and leaving 15,544 shares worth $1.76M. The position accounts for 0.51% of the portfolio, ranked #43.

Key Client Fiduciary Advisors first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.66M in Q4 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Key Client Fiduciary Advisors held 15,544 shares of Walmart Inc worth $1.76M as of Q2 2026.
  • Key Client Fiduciary Advisors sold 101 Walmart Inc shares in Q2 2026, an estimated $12.5K.
  • Walmart Inc made up 0.51% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #43 holding.
  • Key Client Fiduciary Advisors first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
  • Key Client Fiduciary Advisors's Walmart Inc position peaked at $3.66M in Q4 2024.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.