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NFP Retirement Inc’s Walmart Inc WMT Stock Holding History

NFP Retirement Inc’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 		$2.24M Buy
19,789
+433
+2% +$53.8K 0.12% 98
2026
Q1 		$2.41M Sell
19,356
-143
-0.7% -$17.6K 0.14% 93
2025
Q4 		$2.17M Sell
19,499
-537
-3% -$57.7K 0.13% 96
2025
Q3 		$2.06M Sell
20,036
-1,408
-7% -$140K 0.13% 93
2025
Q2 		$2.1M Buy
21,444
+8,022
+60% +$764K 0.14% 88
2025
Q1 		$1.18M Buy
13,422
+49
+0.4% +$4.6K 0.09% 110
2024
Q4 		$1.21M Buy
13,373
+856
+7% +$74.3K 0.1% 111
2024
Q3 		$1.01M Sell
12,517
-46
-0.4% -$3.38K 0.08% 119
2024
Q2 		$851K Sell
12,563
-86
-0.7% -$5.42K 0.07% 132
2024
Q1 		$761K Buy
12,649
+1,039
+9% +$59.4K 0.07% 138
2023
Q4 		$610K Buy
11,610
+288
+3% +$15.2K 0.1% 133
2023
Q3 		$604K Sell
11,322
-357
-3% -$19K 0.12% 132
2023
Q2 		$612K Buy
11,679
+369
+3% +$18.6K 0.11% 135
2023
Q1 		$556K Sell
11,310
-57
-0.5% -$2.71K 0.11% 145
2022
Q4 		$537K Sell
11,367
-3
-0% -$142 0.12% 140
2022
Q3 		$492K Sell
11,370
-207
-2% -$9.07K 0.12% 140
2022
Q2 		$469K Sell
11,577
-69
-0.6% -$3.18K 0.12% 140
2022
Q1 		$578K Buy
+11,646
New +$547K 0.14% 121
2021
Q3 		– Sell
-4,641
Closed -$218K – 144
2021
Q2 		$218K Buy
4,641
+57
+1% +$2.65K 0.08% 124
2021
Q1 		$207K Buy
+4,584
New +$212K 0.09% 117

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NFP Retirement Inc's WMT Position: Q2 2026 in Review

NFP Retirement Inc increased its Walmart Inc (WMT) stake by 2.2% in Q2 2026, buying an estimated $53.8K and bringing the position to 19,789 shares worth $2.24M. The position accounts for 0.12% of the portfolio, ranked #98.

NFP Retirement Inc first reported a position in WMT in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.41M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • NFP Retirement Inc held 19,789 shares of Walmart Inc worth $2.24M as of Q2 2026.
  • NFP Retirement Inc bought 433 Walmart Inc shares in Q2 2026, an estimated $53.8K.
  • Walmart Inc made up 0.12% of NFP Retirement Inc's portfolio in Q2 2026, its #98 holding.
  • NFP Retirement Inc first reported a position in Walmart Inc in Q1 2021 and has held it in 20 quarters since.
  • NFP Retirement Inc's Walmart Inc position peaked at $2.41M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.