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Key Financial Inc’s Walmart Inc WMT Stock Holding History

Key Financial Inc’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 		$608K Sell
5,365
-108
-2% -$13.4K 0.1% 166
2026
Q1 		$680K Buy
5,473
+476
+10% +$58.4K 0.12% 153
2025
Q4 		$557K Buy
4,997
+400
+9% +$42.9K 0.1% 161
2025
Q3 		$469K Buy
4,597
+103
+2% +$10.3K 0.09% 177
2025
Q2 		$439K Buy
4,494
+351
+8% +$33.4K 0.09% 180
2025
Q1 		$364K Hold
4,143
– – 0.08% 192
2024
Q4 		$374K Sell
4,143
-435
-10% -$37.7K 0.09% 179
2024
Q3 		$370K Buy
4,578
+75
+2% +$5.51K 0.08% 183
2024
Q2 		$305K Hold
4,503
– – 0.07% 192
2024
Q1 		$271K Hold
4,503
– – 0.07% 199
2023
Q4 		$237K Sell
4,503
-261
-5% -$13.8K 0.06% 201
2023
Q3 		$254K Buy
4,764
+48
+1% +$2.55K 0.09% 177
2023
Q2 		$247K Buy
4,716
+507
+12% +$25.6K 0.08% 182
2023
Q1 		$207K Hold
4,209
– – 0.08% 192
2022
Q4 		$182K Hold
4,209
– – 0.09% 172
2022
Q3 		$182K Hold
4,209
– – 0.09% 174
2022
Q2 		$172K Buy
4,209
+186
+5% +$8.58K 0.09% 166
2022
Q1 		$200K Buy
4,023
+1,272
+46% +$59.7K 0.1% 164
2021
Q4 		$133K Sell
2,751
-300
-10% -$14.3K 0.07% 194
2021
Q3 		$142K Buy
3,051
+300
+11% +$14.5K 0.08% 181
2021
Q2 		$131K Hold
2,751
– – 0.07% 190
2021
Q1 		$125K Buy
2,751
+348
+14% +$16.1K 0.08% 176
2020
Q4 		$115K Buy
+2,403
New +$117K 0.09% 168
2020
Q2 		– Sell
-1,818
Closed -$70K – 652
2020
Q1 		$70K Buy
+1,818
New +$69.9K 0.07% 189

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 Financial Inc's WMT Position: Q2 2026 in Review

Key Financial Inc reduced its Walmart Inc (WMT) stake by 2% in Q2 2026, selling an estimated $13.4K and leaving 5,365 shares worth $608K. The position accounts for 0.1% of the portfolio, ranked #166.

Key Financial Inc first reported a position in WMT in Q1 2020 and has held it in 24 quarters since. The position peaked at $680K in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Key Financial Inc held 5,365 shares of Walmart Inc worth $608K as of Q2 2026.
  • Key Financial Inc sold 108 Walmart Inc shares in Q2 2026, an estimated $13.4K.
  • Walmart Inc made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #166 holding.
  • Key Financial Inc first reported a position in Walmart Inc in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Walmart Inc position peaked at $680K in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.