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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return