KWM
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KFG Wealth Management’s Walmart Inc WMT Stock Holding History

KFG Wealth Management’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 		$2.33M Sell
20,545
-1,676
-8% -$208K 0.26% 52
2026
Q1 		$2.76M Sell
22,221
-84
-0.4% -$10.3K 0.36% 45
2025
Q4 		$2.48M Sell
22,305
-547
-2% -$58.7K 0.33% 48
2025
Q3 		$2.36M Sell
22,852
-840
-4% -$83.6K 0.34% 45
2025
Q2 		$2.32M Buy
23,692
+277
+1% +$26.4K 0.37% 44
2025
Q1 		$2.06M Sell
23,415
-2,943
-11% -$276K 0.37% 44
2024
Q4 		$2.38M Buy
26,358
+2,543
+11% +$221K 0.45% 41
2024
Q3 		$1.92M Buy
23,815
+1,673
+8% +$123K 0.42% 44
2024
Q2 		$1.5M Buy
22,142
+7
+0% +$441 0.59% 38
2024
Q1 		$1.33M Buy
22,135
+2,560
+13% +$146K 0.55% 39
2023
Q4 		$1.03M Sell
19,575
-3,189
-14% -$169K 0.47% 38
2023
Q3 		$1.21M Buy
22,764
+1,296
+6% +$69K 0.66% 34
2023
Q2 		$1.12M Buy
21,468
+5,838
+37% +$295K 0.66% 28
2023
Q1 		$779K Buy
15,630
+3,747
+32% +$178K 0.54% 31
2022
Q4 		$562K Buy
+11,883
New +$564K 0.58% 36

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

KFG Wealth Management's WMT Position: Q2 2026 in Review

KFG Wealth Management reduced its Walmart Inc (WMT) stake by 7.5% in Q2 2026, selling an estimated $208K and leaving 20,545 shares worth $2.33M. The position accounts for 0.26% of the portfolio, ranked #52.

KFG Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.76M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • KFG Wealth Management held 20,545 shares of Walmart Inc worth $2.33M as of Q2 2026.
  • KFG Wealth Management sold 1,676 Walmart Inc shares in Q2 2026, an estimated $208K.
  • Walmart Inc made up 0.26% of KFG Wealth Management's portfolio in Q2 2026, its #52 holding.
  • KFG Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's Walmart Inc position peaked at $2.76M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.