KF
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KKM Financial’s Walmart Inc WMT Stock Holding History

KKM Financial’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 		$1.13M Sell
9,962
-207
-2% -$25.7K 0.15% 91
2026
Q1 		$1.13M Hold
10,169
– – 0.2% 89
2025
Q4 		$1.13M Sell
10,169
-294
-3% -$31.6K 0.2% 89
2025
Q3 		$1.08M Hold
10,463
– – 0.34% 62
2025
Q2 		$1.02M Buy
10,463
+2
+0% +$191 0.36% 68
2025
Q1 		$918K Buy
10,461
+42
+0.4% +$3.94K 0.39% 72
2024
Q4 		$941K Hold
10,419
– – 0.39% 69
2024
Q3 		$841K Hold
10,419
– – 0.42% 66
2024
Q2 		$697K Buy
10,419
+48
+0.5% +$3.02K 0.33% 78
2024
Q1 		$624K Sell
10,371
-63
-0.6% -$3.6K 0.3% 86
2023
Q4 		$548K Buy
+10,434
New +$552K 0.35% 72

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 $3.38T AUM 44.17% 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

KKM Financial's WMT Position: Q2 2026 in Review

KKM Financial reduced its Walmart Inc (WMT) stake by 2% in Q2 2026, selling an estimated $25.7K and leaving 9,962 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #91.

KKM Financial first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • KKM Financial held 9,962 shares of Walmart Inc worth $1.13M as of Q2 2026.
  • KKM Financial sold 207 Walmart Inc shares in Q2 2026, an estimated $25.7K.
  • Walmart Inc made up 0.15% of KKM Financial's portfolio in Q2 2026, its #91 holding.
  • KKM Financial first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's Walmart Inc position peaked at $1.13M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.