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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
Q2 		$9.85K Sell
87
-19
-18% -$2.36K 0.09% 76
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 $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

Park Square Financial Group's WMT Position: Q2 2026 in Review

Park Square Financial Group reduced its Walmart Inc (WMT) stake by 18% in Q2 2026, selling an estimated $2.36K and leaving 87 shares worth $9.85K. The position accounts for 0.09% of the portfolio, ranked #76.

Park Square Financial Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $172K in Q4 2024. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Park Square Financial Group held 87 shares of Walmart Inc worth $9.85K as of Q2 2026.
  • Park Square Financial Group sold 19 Walmart Inc shares in Q2 2026, an estimated $2.36K.
  • Walmart Inc made up 0.09% of Park Square Financial Group's portfolio in Q2 2026, its #76 holding.
  • Park Square Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Walmart Inc position peaked at $172K in Q4 2024.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.