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Magnus Financial Group’s Walmart Inc WMT Stock Holding History

Magnus Financial Group’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 		$2.92M Buy
25,810
+456
+2% +$56.6K 0.21% 83
2026
Q1 		$3.15M Sell
25,354
-3,744
-13% -$460K 0.26% 75
2025
Q4 		$3.24M Buy
29,098
+4,092
+16% +$439K 0.25% 81
2025
Q3 		$2.58M Buy
25,006
+5,230
+26% +$521K 0.2% 97
2025
Q2 		$1.93M Sell
19,776
-526
-3% -$50.1K 0.17% 105
2025
Q1 		$1.78M Buy
20,302
+263
+1% +$24.7K 0.17% 101
2024
Q4 		$1.81M Buy
20,039
+729
+4% +$63.3K 0.17% 101
2024
Q3 		$1.56M Buy
19,310
+1,196
+7% +$87.8K 0.16% 108
2024
Q2 		$1.23M Buy
18,114
+156
+0.9% +$9.82K 0.14% 115
2024
Q1 		$1.08M Buy
17,958
+1,683
+10% +$96.3K 0.13% 127
2023
Q4 		$855K Buy
16,275
+903
+6% +$47.8K 0.11% 132
2023
Q3 		$819K Buy
15,372
+153
+1% +$8.14K 0.12% 126
2023
Q2 		$797K Sell
15,219
-810
-5% -$40.9K 0.11% 133
2023
Q1 		$788K Buy
16,029
+1,560
+11% +$74K 0.12% 133
2022
Q4 		$684K Buy
14,469
+2,211
+18% +$105K 0.11% 137
2022
Q3 		$530K Buy
12,258
+690
+6% +$30.2K 0.1% 142
2022
Q2 		$469K Buy
11,568
+2,754
+31% +$127K 0.09% 150
2022
Q1 		$438K Buy
8,814
+2,703
+44% +$127K 0.07% 183
2021
Q4 		$295K Buy
6,111
+72
+1% +$3.44K 0.06% 195
2021
Q3 		$281K Buy
6,039
+363
+6% +$17.5K 0.06% 190
2021
Q2 		$267K Buy
5,676
+201
+4% +$9.36K 0.06% 197
2021
Q1 		$248K Sell
5,475
-13,455
-71% -$623K 0.06% 193
2020
Q4 		$910K Sell
18,930
-7,176
-27% -$348K 0.09% 80
2020
Q3 		$1.22M Sell
26,106
-3,675
-12% -$163K 0.14% 58
2020
Q2 		$1.19M Sell
29,781
-600
-2% -$24.7K 0.13% 59
2020
Q1 		$1.15M Buy
30,381
+11,193
+58% +$431K 0.16% 67
2019
Q4 		$760K Buy
19,188
+36
+0.2% +$1.43K 0.11% 88
2019
Q3 		$758K Buy
19,152
+93
+0.5% +$3.51K 0.14% 78
2019
Q2 		$702K Buy
19,059
+363
+2% +$12.5K 0.14% 84
2019
Q1 		$608K Buy
18,696
+27
+0.1% +$875 0.12% 85
2018
Q4 		$580K Buy
+18,669
New +$599K 0.15% 68

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

Magnus Financial Group's WMT Position: Q2 2026 in Review

Magnus Financial Group increased its Walmart Inc (WMT) stake by 1.8% in Q2 2026, buying an estimated $56.6K and bringing the position to 25,810 shares worth $2.92M. The position accounts for 0.21% of the portfolio, ranked #83.

Magnus Financial Group first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.24M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Magnus Financial Group held 25,810 shares of Walmart Inc worth $2.92M as of Q2 2026.
  • Magnus Financial Group bought 456 Walmart Inc shares in Q2 2026, an estimated $56.6K.
  • Walmart Inc made up 0.21% of Magnus Financial Group's portfolio in Q2 2026, its #83 holding.
  • Magnus Financial Group first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Walmart Inc position peaked at $3.24M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.