Keynote Financial Services’s Walmart Inc WMT Stock Holding History

Keynote 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	$420K	Hold	3,712	–	–	0.2%	113
2026 Q1	$461K	Hold	3,712	–	–	0.25%	99
2025 Q4	$414K	Sell	3,712 -765	-17%	-$82.1K	0.23%	107
2025 Q3	$461K	Sell	4,477 -500	-10%	-$49.8K	0.28%	98
2025 Q2	$487K	Sell	4,977 -720	-13%	-$68.6K	0.33%	81
2025 Q1	$500K	Sell	5,697 -74	-1%	-$6.94K	0.36%	72
2024 Q4	$521K	Sell	5,771 -321	-5%	-$27.9K	0.4%	67
2024 Q3	$492K	Sell	6,092 -1,005	-14%	-$73.8K	0.38%	79
2024 Q2	$481K	Sell	7,097 -25	-0.4%	-$1.57K	0.4%	68
2024 Q1	$429K	Buy	+7,122	New	+$408K	0.36%	79

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Keynote Financial Services held its Walmart Inc (WMT) position steady in Q2 2026 at 3,712 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #113.

Keynote Financial Services first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $521K in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Keynote Financial Services held 3,712 shares of Walmart Inc worth $420K as of Q2 2026.
Keynote Financial Services left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.2% of Keynote Financial Services's portfolio in Q2 2026, its #113 holding.
Keynote Financial Services first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Keynote Financial Services's Walmart Inc position peaked at $521K in Q4 2024.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.