Longview Financial Advisors’s Walmart Inc WMT Stock Holding History

Longview Financial Advisors’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	$293K	Buy	2,590 +4	+0.2%	+$497	0.17%	37
2026 Q1	$321K	Sell	2,586 -1,659	-39%	-$204K	0.2%	34
2025 Q4	$473K	Sell	4,245 -1,105	-21%	-$119K	0.32%	31
2025 Q3	$551K	Buy	5,350 +8	+0.1%	+$796	0.39%	28
2025 Q2	$522K	Buy	5,342 +2,857	+115%	+$272K	0.44%	25
2025 Q1	$218K	Sell	2,485 -26	-1%	-$2.44K	0.19%	42
2024 Q4	$227K	Buy	+2,511	New	+$218K	0.18%	41

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Longview Financial Advisors's WMT Position: Q2 2026 in Review

Longview Financial Advisors increased its Walmart Inc (WMT) stake by 0.15% in Q2 2026, buying an estimated $497 and bringing the position to 2,590 shares worth $293K. The position accounts for 0.17% of the portfolio, ranked #37.

Longview Financial Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q3 2025. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Longview Financial Advisors held 2,590 shares of Walmart Inc worth $293K as of Q2 2026.
Longview Financial Advisors bought 4 Walmart Inc shares in Q2 2026, an estimated $497.
Walmart Inc made up 0.17% of Longview Financial Advisors's portfolio in Q2 2026, its #37 holding.
Longview Financial Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Longview Financial Advisors's Walmart Inc position peaked at $551K in Q3 2025.
938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.