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KMG Fiduciary Partners’s Walmart Inc WMT Stock Holding History

KMG Fiduciary Partners’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 		$1.64M Sell
14,523
-6,241
-30% -$775K 0.15% 99
2026
Q1 		$2.58M Buy
20,764
+326
+2% +$40K 0.19% 118
2025
Q4 		$2.28M Buy
20,438
+3
+0% +$322 0.16% 122
2025
Q3 		$2.11M Buy
20,435
+41
+0.2% +$4.08K 0.14% 135
2025
Q2 		$1.99M Buy
20,394
+131
+0.6% +$12.5K 0.15% 132
2025
Q1 		$1.78M Buy
20,263
+785
+4% +$73.6K 0.15% 143
2024
Q4 		$1.76M Buy
19,478
+243
+1% +$21.1K 0.15% 136
2024
Q3 		$1.55M Buy
19,235
+609
+3% +$44.7K 0.13% 145
2024
Q2 		$1.26M Buy
18,626
+299
+2% +$18.8K 0.12% 133
2024
Q1 		$1.1M Buy
18,327
+1,374
+8% +$78.6K 0.11% 137
2023
Q4 		$891K Sell
16,953
-1,188
-7% -$62.9K 0.1% 145
2023
Q3 		$967K Hold
18,141
– – 0.13% 138
2023
Q2 		$950K Hold
18,141
– – 0.12% 141
2023
Q1 		$892K Sell
18,141
-1,017
-5% -$48.3K 0.13% 147
2022
Q4 		$905K Sell
19,158
-204
-1% -$9.69K 0.15% 130
2022
Q3 		$837K Buy
19,362
+348
+2% +$15.2K 0.16% 113
2022
Q2 		$771K Sell
19,014
-1,209
-6% -$55.8K 0.14% 120
2022
Q1 		$1M Sell
20,223
-63
-0.3% -$2.96K 0.16% 107
2021
Q4 		$978K Buy
20,286
+888
+5% +$42.4K 0.15% 105
2021
Q3 		$901K Sell
19,398
-14,538
-43% -$700K 0.15% 105
2021
Q2 		$1.59M Buy
33,936
+99
+0.3% +$4.61K 0.28% 78
2021
Q1 		$1.53M Buy
33,837
+711
+2% +$32.9K 0.3% 74
2020
Q4 		$1.61M Buy
33,126
+2,664
+9% +$129K 0.34% 65
2020
Q3 		$1.42M Buy
30,462
+14,679
+93% +$653K 0.35% 62
2020
Q2 		$630K Buy
15,783
+693
+5% +$28.5K 0.18% 84
2020
Q1 		$572K Buy
15,090
+8,976
+147% +$345K 0.19% 87
2019
Q4 		$242K Buy
6,114
+645
+12% +$25.6K 0.07% 114
2019
Q3 		$216K Hold
5,469
– – 0.07% 107
2019
Q2 		$201K Buy
+5,469
New +$188K 0.07% 109

Other funds holding WMT

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KMG Fiduciary Partners's WMT Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Walmart Inc (WMT) stake by 30% in Q2 2026, selling an estimated $775K and leaving 14,523 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #99.

KMG Fiduciary Partners first reported a position in WMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.58M in Q1 2026. 780 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • KMG Fiduciary Partners held 14,523 shares of Walmart Inc worth $1.64M as of Q2 2026.
  • KMG Fiduciary Partners sold 6,241 Walmart Inc shares in Q2 2026, an estimated $775K.
  • Walmart Inc made up 0.15% of KMG Fiduciary Partners's portfolio in Q2 2026, its #99 holding.
  • KMG Fiduciary Partners first reported a position in Walmart Inc in Q2 2019 and has held it in 29 quarters since.
  • KMG Fiduciary Partners's Walmart Inc position peaked at $2.58M in Q1 2026.
  • 780 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.