Madrona Financial Services’s Walmart Inc WMT Stock Holding History

Madrona 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	$238K	Sell	2,098 -241	-10%	-$29.9K	0.04%	126
2026 Q1	$291K	Buy	2,339 +6	+0.3%	+$737	0.06%	90
2025 Q4	$260K	Sell	2,333 -70	-3%	-$7.52K	0.06%	107
2025 Q3	$248K	Buy	2,403 +106	+5%	+$10.6K	0.05%	100
2025 Q2	$225K	Buy	+2,297	New	+$219K	0.05%	101

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

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

Madrona Financial Services reduced its Walmart Inc (WMT) stake by 10% in Q2 2026, selling an estimated $29.9K and leaving 2,098 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #126.

Madrona Financial Services first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $291K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Madrona Financial Services held 2,098 shares of Walmart Inc worth $238K as of Q2 2026.
Madrona Financial Services sold 241 Walmart Inc shares in Q2 2026, an estimated $29.9K.
Walmart Inc made up 0.04% of Madrona Financial Services's portfolio in Q2 2026, its #126 holding.
Madrona Financial Services first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
Madrona Financial Services's Walmart Inc position peaked at $291K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.