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Montgomery Financial Services’s Walmart Inc WMT Stock Holding History

Montgomery 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 		$32K Buy
+282
New +$35K 0.03% 93

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Walmart Inc (WMT) in Q2 2026: 282 shares worth $32K. The stake represents 0.03% of the portfolio and ranks #93 among its holdings.

4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Montgomery Financial Services held 282 shares of Walmart Inc worth $32K as of Q2 2026.
  • Walmart Inc was a new Montgomery Financial Services position in Q2 2026.
  • Walmart Inc made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #93 holding.
  • 4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.