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Park Square Financial Group’s Walmart Inc WMT Stock Holding History

Park Square 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
Q1 		$13.2K Sell
106
-184
-63% -$22.6K 0.1% 65
2025
Q4 		$26.2K Buy
290
+62
+27% +$6.66K 0.16% 71
2025
Q3 		$23.5K Sell
228
-1,483
-87% -$148K 0.1% 78
2025
Q2 		$167K Buy
1,711
+19
+1% +$1.81K 0.12% 128
2025
Q1 		$149K Sell
1,692
-216
-11% -$20.3K 0.12% 120
2024
Q4 		$172K Buy
+1,908
New +$166K 0.12% 109

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Park Square Financial Group's WMT Position: Q1 2026 in Review

Park Square Financial Group reduced its Walmart Inc (WMT) stake by 63% in Q1 2026, selling an estimated $22.6K and leaving 106 shares worth $13.2K. The position accounts for 0.1% of the portfolio, ranked #65.

Park Square Financial Group first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $172K in Q4 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Park Square Financial Group held 106 shares of Walmart Inc worth $13.2K as of Q1 2026.
  • Park Square Financial Group sold 184 Walmart Inc shares in Q1 2026, an estimated $22.6K.
  • Walmart Inc made up 0.1% of Park Square Financial Group's portfolio in Q1 2026, its #65 holding.
  • Park Square Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Walmart Inc position peaked at $172K in Q4 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.